Patrick Mauney
Patrick Mauney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Shelby, NC, with 33 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
310-2 East Graham Street, Shelby, NC, 28150
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an equal partner in Mauney-Pitt Financial Management, dedicating about half his time to this business. He is also an agent for an annuity company, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Dominion Investment Banking, INC.Broker
First Union Brokerage Services, INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations22 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.