Patricia Nelson
Patricia Nelson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Draper, UT, 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
Firm Size
IM Fee
Assets Under Management
Location
13907 S Minuteman Dr, Suite 200, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is a partner in Dark Horse Ranch LLC, an agricultural business focused on raising beef cows and horses, dedicating a few hours per week. She also works as an associate/employee for Johnson Investment Advisory Services, LLC, spending about half her time as a branch delegate.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations35 states
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