Patrick Faulkner
Patrick Faulkner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Williamsburg, VA, with 40 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
5235 Monticello Avenue, Williamsburg, VA, 23188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick owns a beach house rental property since 2014, dedicating minimal time to it. He also owns The James River Gardens, Inc., a landscaping and gardening business, spending about 10-20% of his time on it, and has no responsibilities with Towne Wealth Management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Crestar Securities CorporationBroker
Davenport & CO. of Virginia, INC.Broker
Anderson & Strudwick, IncorporatedBroker
Corporate Securities Group, INC.Broker
National Securities Network, INC.Broker
Brokers Securities, INC.Broker
State Registrations30 states
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