Patrick Carney
Patrick Carney is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in San Antonio, TX, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
401 E. Sonterra Blvd., #100, San Antonio, TX, 78258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick serves as Treasurer General on the Board of Directors for Carney in Geneva, Switzerland. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Lexit Capital, LLCBroker
Volpe Brown Whelan & Company, LLCBroker
Ragen Mackenzie IncorporatedBroker
Sanford C. Bernstein & CO., INC.Broker
State Registrations10 states
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