Andrea Patrick (CRD# 5589093) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Villages, FL and has over 15 years of experience in the finance industry.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James & Associates | The Villages, FL | Apr 2019 - Current | 5 |
Wells Fargo Clearing Services, LLC | The Villages, FL | Nov 2016 - Apr 2019 | 2 |
Wachovia Bank, N.a. | Orlando, FL | Mar 2002 - Apr 2019 | 17 |
Wells Fargo Advisors LLC | The Villages, FL | May 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
S63 | Uniform Securities State Law Examination | Oct 2008 |
- FL
- TX
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Total Assets Under Management350,042MILLIONS
-
Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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