PA
PA

Patricia Ahrendt

28 Years of Experience
Longwood, FL
Broker

Patricia Ahrendt is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Longwood, 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

300 N. Ronald Reagan Blvd., Suite 208, Longwood, FL, 32750

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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 Financial Services, INC.Broker
February 2002 - Present · 24 yrs 3 mos
Raymond James Financial Services, INC.
February 2002 - Present · 24 yrs 3 mos
Previous Registrations
Raymond James Financial Services
January 2004 - October 2009 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1997 - March 2002 · 4 yrs 11 mos
State Registrations6 states
AZFLGANCPAVT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.