Patricia Campbell
Patricia Campbell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Richmond, VA, with 37 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
9000 West Huguenot Road, Richmond, VA, 23235
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Regulatory History
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.
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Patricia is associated with Towne Wealth Management as a support company, but has no responsibilities and dedicates minimal time to it. She is also a bank associate/employee at TowneBank, acting as a 401k representative, but dedicates minimal time to this as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
John Hancock Distributors LLCBroker
Transamerica Investors Securities CorporationBroker
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Legg Mason Wood Walker, IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 states
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