Patrick Varney
Patrick Varney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Windsor, CO, 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
1041 Main Street, Windsor, CO, 80550
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is an officer at Bank of Colorado and a financial advisor for Bank of Colorado Investment Services, taking about half his time for each. He also serves as a trustee for two trusts, is involved with DT Ranch Inc., and is a committee member for his church's finance committee, all requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Afs Brokerage, INC.Broker
State Registrations46 states
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