PE
PE

Patrick Essian

38 Years of Experience
Bad Axe, MI
Broker

Patrick Essian is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bad Axe, MI, with 38 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

132 East Huron Ave, Bad Axe, MI, 48413

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Patrick owns Elijah Air LLC, renting airplanes to his son, and Oakwood Financial, where he owns condos. Both activities require minimal time and the latter is investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2010 - Present · 15 yrs 11 mos
Raymond James Financial Services, INC.Broker
November 1999 - Present · 26 yrs 6 mos
Previous Registrations
Edward JonesBroker
May 1987 - November 1999 · 12 yrs 6 mos
State Registrations31 states
AKALAZCACODEFLIAIDILINKYMDMIMNMOMTNCNJNMNYOHOKPASCTNTXUTVAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.