Patricia Sans
Patricia Sans is a registered investment advisor at Raymond James & Associates, INC., based in West Palm Beach, FL, with 42 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
Esperante Corporate Center, 222 Lakeview Avenue, Suite 1100, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2019Customer Dispute
November 2003Other Business Activities
Patricia is the CEO of the Greater South County Road Association (GSCRA), a board member/officer/director position. She spends a few hours per week on this activity, primarily running board meetings and serving as MC at membership meetings.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations23 states
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