PC
PC

Patrick Courtright

17 Years of Experience
Eagle, ID
Broker

Patrick Courtright is a registered investment advisor at Raymond James & Associates, INC., based in Eagle, ID, 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 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

729 Bridgeway Place, Eagle, ID, 83616

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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 & Associates, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Raymond James & Associates, INC.
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Morgan Stanley
November 2013 - August 2016 · 2 yrs 9 mos
Morgan StanleyBroker
May 2011 - August 2016 · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
August 2010 - May 2011 · 9 mos
Wachovia Securities, LLC
October 2002 - September 2003 · 11 mos
Wachovia Securities, LLCBroker
July 2001 - September 2003 · 2 yrs 2 mos
State Registrations19 states
AZCACOFLGAIDILMAMDMIMTNCOHORPATXUTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.