PP
PP

Patrick Petkovich

30 Years of Experience
Tampa, FL
Broker

Patrick Petkovich is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 30 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
Loading...

Location

10012 North Dale Mabry, Suite 221, Tampa, FL, 33618

Get directions

History

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.

Learn about disclosures →
Other Business Activities

Patrick is the President and an officer of Petkovich & Associates, a support company, since 2011. He spends about 10-20% of his time on this business, with no time spent during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
November 2001 - Present · 24 yrs 6 mos
Previous Registrations
Raymond James Financial Services
June 2005 - October 2009 · 4 yrs 4 mos
Miller Johnson Steichen Kinnard, INC.Broker
January 2001 - November 2001 · 10 mos
Miller, Johnson & Kuehn, IncorporatedBroker
January 1999 - January 2001 · 2 yrs
Gsg Securities, INC.Broker
January 1999 - February 1999 · 1 mo
Chatfield Dean & CO., INC.Broker
October 1995 - January 1999 · 3 yrs 3 mos
State Registrations22 states
ALCODCDEFLGAHIILINKSMNMONCNHNYOKPATNUTVAVTWI
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.