PF
PF

Patrick Franke

9 Years of Experience
Providence, RI
Broker

Patrick Franke is a registered investment advisor at Raymond James & Associates, INC., based in Providence, RI, with 9 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 Westminster Street Suite 1002, Providence, RI, 02903

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2025 - Present · 8 mos
Raymond James & Associates, INC.Broker
June 2025 - Present · 11 mos
Previous Registrations
Eagle Fund Distributors, INC.Broker
September 2010 - October 2010 · 1 mo
Raymond James & Associates, INC.Broker
May 2004 - August 2007 · 3 yrs 3 mos
Thomas Weisel Partners LLCBroker
August 2001 - January 2004 · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
May 1997 - January 2000 · 2 yrs 8 mos
State Registrations3 states
FLIARI
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.