David Patton
David Patton is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Maumee, OH, 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
1745 Indian Wood Circle, Suite 100, Maumee, OH, 43537
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David owns Patton Wealth Management LLC, a support company/DBA, since 2018. He dedicates nearly full-time hours to this business, most of which occur during trading hours.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward JonesBroker
State Registrations24 states
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