PB
PB

Patrick Biggins

41 Years of Experience
Corpus Christi, TX
Broker

Patrick Biggins is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corpus Christi, TX, with 41 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

700 Everhart Rd, Suite C1, Corpus Christi, TX, 78411

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Patrick owns Beau Monde Properties LLC, a real estate holding company, and is a managing partner at Biggins Wealth Services, taking about a quarter to half of his time. He also participates in a small family construction company and is on the board of a non-profit, dedicating minimal time to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2018 - Present · 7 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2018 - Present · 7 yrs 11 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2009 - August 2018 · 9 yrs 5 mos
UBS Financial Services INC.
March 2009 - August 2018 · 9 yrs 5 mos
Citigroup Global Markets INC.Broker
January 2002 - March 2009 · 7 yrs 2 mos
Citigroup Global Markets INC.
January 2002 - March 2009 · 7 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 1992 - January 2002 · 10 yrs
Prudential Securities IncorporatedBroker
February 1989 - January 1992 · 2 yrs 11 mos
Rotan Mosle INC.Broker
November 1987 - March 1989 · 1 yr 4 mos
Dean Witter Reynolds INC.Broker
September 1984 - November 1987 · 3 yrs 2 mos
State Registrations19 states
ARAZCACOFLIDILMAMDMIMTNCNVNYOHOKSCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.