Patricia Gleason
Patricia Gleason is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 27 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
174 W. Comstock Ave, Suite 104, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2021Customer Dispute
April 2019Customer Dispute
April 2006Customer Dispute
October 2005Other Business ActivitiesSells Insurance
Patricia acts as a liaison between clients, estate planning attorneys, and co-insurance agents, dedicating a few hours per week to this activity. She also has a real estate license for personal transactions, is an independent contractor financial advisor with Raymond James Greg Smith LLC, and hosts a wellness show, each requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
State Farm Vp Management CORP.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Legacy Wealth Management, LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
AXA Advisors, LLCBroker
Advest, INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
State Registrations6 states
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.