Patrick Douglas
Patrick Douglas is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Augusta, GA, with 39 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
1427 Monte Sano, Augusta, GA, 30904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick has a 60% ownership stake in Douglas & Williams Financial Group LLC, an entity formed for the independent branch, where he runs day-to-day operations, taking about half of his time. He also owns Pops Douglas LLC, an S corp designed to manage proceeds from the RJ branch, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Wachovia Securities, INC.Broker
Johnson, Lane, Space, Smith & CO., INC.Broker
State Registrations29 states
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