Patricia Burrell is a registered investment advisor, based in Mobile, AL, with 30 years of industry experience.
Location
850 Hillcrest Road, Mobile, AL, 36695
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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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Patricia operates under the DBA Trustmark Financial Services for her LPL business since 2013. She also owns a vacation condo in Orange Beach, AL, as a rental property, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services, INC.
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Previous Registrations
LPL Financial LLC
May 2013 - September 2025 · 12 yrs 4 mos
LPL Financial LLCBroker
May 2013 - September 2025 · 12 yrs 4 mos
Raymond James Financial Services Advisors, INC
September 2011 - May 2013 · 1 yr 8 mos
Raymond James Financial Services, INC.Broker
August 2011 - May 2013 · 1 yr 9 mos
LPL Financial LLC
July 2007 - September 2011 · 4 yrs 2 mos
Uvest Financial Services Group, INC.
July 2003 - August 2011 · 8 yrs 1 mo
Uvest Financial Services Group, INC.Broker
June 2003 - August 2011 · 8 yrs 2 mos
Compass Brokerage, INC.
May 2002 - June 2003 · 1 yr 1 mo
Compass Brokerage, INC.Broker
April 1995 - June 2003 · 8 yrs 2 mos
State Registrations20 states
ALARCAFLGAIDKYLAMIMNMSNCNENJNVOHSCTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.