Patricia Beckwith
Patricia Beckwith is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Beverly, MA, 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
Firm Size
IM Fee
Assets Under Management
Location
266 Cabot Street, Beverly, MA, 01915
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2023Other Business Activities
Patricia is a trustee for Beckwith and the Feoffees of the Grammar School in the Town of Ipswich Trust, and owner of Constitution Financial Partners, LLC, taking about half of Patricia's time. She also serves on the advisory board for EWE Properties LLC and as a Director and Officer for the North Shore Chamber of Commerce.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Robert Thomas Securities, INCBroker
Invest Financial CorporationBroker
State Registrations19 states
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