PE
PE

Patricia Elzey

26 Years of Experience
Spokane, WA
Broker

Patricia Elzey is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Spokane, WA, with 26 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
Loading...

Location

111 South Post Street, Suite 2270, Spokane, WA, 99201

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

Patricia is the owner of Elzey Financial Group, a support company and DBA, since 2009, where she is an advisor for RJFS. This activity requires minimal time and is not investment related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.
March 2009 - Present · 17 yrs 6 mos
Raymond James Financial Services, INC.Broker
March 2009 - Present · 17 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 1999 - March 2009 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - March 2009 · 9 yrs 11 mos
State Registrations24 states
ARAZCACOCTFLHIIDLAMAMDMEMTNCNJNMNVOKORPATNTXUTWA
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.
Patricia Elzey - Financial Advisor | TrueAdvisor