Casey Patrick
Casey Patrick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, 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
Firm Size
IM Fee
Assets Under Management
Location
3350 Riverwood Pkwy SE, Suite 1500, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2022Other Business Activities
Casey is an owner of finoBlue Planning Group, a support company for an RJFS practice, dedicating about half of their time. Casey also serves as a board member on the Vinings Cumberland Rotary Foundation Investment Committee, providing investment guidance and dedicating minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Edward JonesBroker
State Registrations19 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.