Our Qualifications

Richard D. (Rick) Patterson, CLU®, ChFC®, AIF®, President of Associated Planners Group, has been in the financial services since 1967.

He is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission.  He is also a Registered Representative of TransAm Securities, Inc., a registered broker dealer.

 

Mr. Patterson holds several professional designations:

 

  • Chartered Financial Consultant (ChFC®)
  • Accredited Investment Fiduciary (AIF®)
  • Chartered Life Underwriter (CLU®)

 

During his career in Financial Planning, Mr. Patterson has been very active in industry affairs.

He has served as President of all the following professional organizations:

  • Florida Association of Insurance and Financial Advisors
  • Central Fla. Association of Insurance and Financial Advisors
  • Central Fla. Society of Financial Service Professionals
  • Central Fla. Chapter, International Association of Financial Planning

2011-2012 PRESIDENT OF CENTRAL FLORIDA FINANCIAL PLANNING ASSOCIATION

Mr. Patterson also served two elected two-year terms of office on the Board of Trustees of the National Association of Insurance and Financial Advisors.

Professional Associations include:

  • Financial Planning Association
  • Society of Financial Service Professionals
  • National Association of Insurance and Financial Advisors
  • Tiger Bay Club of Central Florida
  • Central Florida Hotel & Lodging Association
  • Member: Prestigious Million Dollar Round Table

 

Mr. Patterson's professional licenses and registrations also include: Life and Health Insurance and Variable Annuity license with the State of Florida and a Series 6, 22 and 63 with the Financial Industry Regulatory Authority.