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Patrick Coyne

24 Years of Experience
Merritt Island, FL
Broker

Patrick Coyne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Merritt Island, FL, with 24 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
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Location

2395 Courtenay Parkway, Suite 201, Merritt Island, FL, 32953

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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.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2009 - Present · 17 yrs 3 mos
Raymond James Financial Services, INC.Broker
May 2004 - Present · 22 yrs 2 mos
Previous Registrations
Raymond James Financial Services
January 2005 - October 2009 · 4 yrs 9 mos
Quest Capital Strategies, INC.Broker
August 2001 - May 2004 · 2 yrs 9 mos
State Registrations11 states
ALAZCAFLGALAMDPASCTXVA
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.
Patrick Coyne - Financial Advisor | TrueAdvisor