PB
PB

Patrick Botula

58 Years of Experience
Cranberry Township, PA
Broker

Patrick Botula is a registered investment advisor at Raymond James & Associates, INC., based in Cranberry Township, PA, with 58 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

800 Cranberry Woods Drive, Suite 200, Cranberry Township, PA, 16066

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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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Raymond James & Associates, INC.
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2021 - July 2023 · 1 yr 10 mos
UBS Financial Services INC.
September 2021 - July 2023 · 1 yr 10 mos
UBS Financial Services INC.
November 2012 - June 2021 · 8 yrs 7 mos
UBS Financial Services INC.Broker
January 1980 - June 2021 · 41 yrs 5 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
January 1976 - January 1980 · 4 yrs
C. S. Mckee & Company, IncorporatedBroker
August 1967 - February 1976 · 8 yrs 6 mos
State Registrations2 states
PASC
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.
Patrick Botula - Financial Advisor | TrueAdvisor