PS
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Patrice Sinclair

35 Years of Experience
Auburn Hills, MI
Broker

Patrice Sinclair is a registered investment advisor at Raymond James & Associates, INC., based in Auburn Hills, MI, with 35 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

27 S Squirrel, Ste. 200, Auburn Hills, MI, 48326

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Patrice owns two rental real estate properties, one residential and one commercial. She dedicates a few hours per week to these businesses.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2010 - Present · 15 yrs 8 mos
Raymond James & Associates, INC.
May 2008 - Present · 18 yrs
Raymond James & Associates, INC.Broker
May 2008 - Present · 18 yrs
Previous Registrations
Citigroup Global Markets INC.Broker
July 1994 - May 2008 · 13 yrs 10 mos
Kidder, Peabody & CO. IncorporatedBroker
May 1990 - June 1994 · 4 yrs 1 mo
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.