Patrick Moody
Patrick Moody is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, 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
21 Platform Way South, Suite 2500, Nashville, TN, 37203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an officer (President) at Moody + East Investment Partners, where he provides financial advice to clients. This takes about half of Patrick's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Lm Financial Partners, INC.Broker
Suntrust Equitable SecuritiesBroker
The Robinson-Humphrey Company INC.Broker
Morgan Keegan & Company, INC.Broker
State Registrations25 states
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