Patrice Hoenninger
Patrice Hoenninger is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, PA, with 25 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
451 Granite Run Drive, Lancaster, PA, 17601
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Regulatory History
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 ActivitiesSells Insurance
Patrice is an associate/employee at Fulton Financial Advisors and also works as an insurance agent selling life insurance. Additionally, Patrice serves as Power of Attorney for their mother.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
State Registrations10 states
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