Patrick Mcfawn
Patrick Mcfawn is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Troy, MI, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
340 East Big Beaver, Suite 140, Troy, MI, 48083
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1990Other Business Activities
Patrick is an officer (Vice President) and LLC member of McFawn Financial Holding Company, LLC, focusing on goodwill/client base management and serving as Chairman of the Board, dedicating minimal time. He is also an officer (Vice President), Financial Advisor, and Registered Principal of RJFS at McFawn Financial Services Group, LLC, spending minimal time on this role as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Mcfawn Financial Services Group LLC
Mutual Service CorporationBroker
Mariner Financial Services, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.