Patrick Luckart
Patrick Luckart is a registered investment advisor at Raymond James & Associates, INC., based in Westport, CT, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
285 Riverside Avenue, Suite 205, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick was a passive member of the Connecticut Asian Pacific American Bar Association, a non-profit organization, from 2012 to 2020, dedicating minimal time to developing working relationships. This activity was not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
First Investors CorporationBroker
State Registrations22 states
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