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Patrick Elmore

Raymond James Financial Services Advisors, INC
31 Years of Experience
Denver, NC
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Patrick Elmore is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Denver, NC, with 31 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2326 N. Highway 16 Business, Suite 9 Rockefeller Centre, Denver, NC, 28037

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2005
Settled
Customer Dispute
August 2005
Settled
Customer Dispute
December 1997
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Patrick is involved in several real estate ventures, including owning rental properties and commercial strip centers. He also works as an agent for non-variable insurance through Elmore Financial Group, dedicating a few hours per week to this.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.
August 2000 - Present · 26 yrs 2 mos
Raymond James Financial Services, INC.Broker
August 2000 - Present · 26 yrs 2 mos
Previous Registrations
Raymond James Financial Services
December 2001 - January 2009 · 7 yrs 1 mo
Edward JonesBroker
October 1994 - September 2000 · 5 yrs 11 mos
State Registrations30 states
ALAZCACOCTFLGAIAILINKSMAMDMINCNHNJNVNYOHOKPASCTNTXUTVAVTWIWV
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.
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