Patrice Thomas
Patrice Thomas is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 34 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
11611 N Meridian St, Ste 600, Carmel, IN, 46032-7118
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrice owns farmland rented for crop share in Hamilton County and spends minimal time on it. She is also an officer for a real estate development company and involved in real estate design ideas, dedicating minimal time, and has rental real estate.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Union Planters Investment Advisors, INC.
Pfic Securities CorporationBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.Broker
Aag Securities, INC.Broker
Essex National Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations25 states
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.