Theresa Patron
Theresa Patron is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Wayne, IN, with 17 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
10249 Auburn Road, Fort Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Theresa is a self-published author since 2017, dedicating minimal time to this activity. She also works as an Operations Manager and FA support at Simcox Financial Services, Inc., taking about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Sage Private Wealth Group, LLC
Lasting Legacy, LTD.
State Registrations29 states
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