Patricia Otterson
Patricia Otterson is a registered investment advisor at Raymond James & Associates, INC., based in Jacksonville, FL, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
245 Riverside Avenue, Suite 500, Jacksonville, FL, 32202
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Other Business Activities
Patricia is a board member and finance/investment committee member for Ascension St Vincents Foundation, a non-profit organization, since March 2024. She spends a few hours per week on fundraising and reviewing financial records.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Capital Markets, INC.
Suntrust Capital Markets, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations21 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.