Julian Franklin Patton, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Julian Franklin Patton, Jr. CFP®

CFA, CAIA

Managing Member

Buckhorn Investment Advisors LLC

15720 Brixham Hill Ave, Ste 300
Charlotte, NC 28277-4784
FINANCIAL ADVISOR'S WEBSITE
(704) 887-4942

General

Julian Patton is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Buckhorn Investment Advisors LLC in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance
  • Fixed annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Sudden Wealth

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Helpful Financial Planning Resources