PF
PF

Patrick Fitzsimmons

27 Years of Experience
Greenville, SC
Broker

Patrick Fitzsimmons is a registered investment advisor, based in Greenville, SC, with 27 years of industry experience.

Location

124 Verdae Blvd, Suite 501, Greenville, SC, 29607

Get directions

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.

Learn about disclosures →
Other Business Activities

Patrick is a principal and financial advisor at an RJFS branch, operating under FFH Wealth Advisors LLC dba Axia Wealth Advisors. This activity takes about a quarter to about half of his time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2024 - Present · 1 yr 8 mos
Raymond James Financial Services Advisors, INC
September 2024 - Present · 1 yr 8 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - September 2024 · 11 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2013 - September 2024 · 11 yrs 7 mos
Morgan Keegan & Company, INC.Broker
August 2007 - February 2013 · 5 yrs 6 mos
Morgan Keegan & Company, INC.
August 2007 - February 2013 · 5 yrs 6 mos
Citigroup Global Markets INC.
December 1998 - August 2007 · 8 yrs 8 mos
Citigroup Global Markets INC.Broker
October 1998 - August 2007 · 8 yrs 10 mos
State Registrations18 states
ALAZCACOCTFLGAMDNCNHNJNVOHPASCTNTXUT
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 Fitzsimmons - Financial Advisor | TrueAdvisor