PI
PI

Patrick Inglesby

28 Years of Experience
St. Petersburg, FL
1 DisclosureBroker

Patrick Inglesby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Petersburg, FL, with 28 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History (1)
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Criminal
February 1987
Final Disposition
Other Business Activities

Patrick is the CEO of BESPE Holdings Inc. and is part of the oversight of property investments for his family, dedicating minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2012 - Present · 14 yrs 4 mos
Raymond James Financial Services, INC.
December 2011 - Present · 14 yrs 7 mos
Raymond James Financial Services, INC.Broker
December 2011 - Present · 14 yrs 7 mos
Previous Registrations
Howe Barnes Hoefer & Arnett, INC.Broker
April 2011 - December 2011 · 8 mos
Raymond James & Associates, INC.
September 2006 - December 2011 · 5 yrs 3 mos
Raymond James & Associates, INC.
April 1998 - January 2003 · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
January 1998 - December 2011 · 13 yrs 11 mos
State Registrations4 states
FLKSOKWY
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.