PS
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Patricia Schrader

19 Years of Experience
Davenport, IA
Broker

Patricia Schrader is a registered investment advisor at Raymond James & Associates, INC., based in Davenport, IA, with 19 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

4750 E 53rd Street, Suite 300, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2021 - April 2022 · 11 mos
Wells Fargo Clearing Services, LLCBroker
May 2021 - April 2022 · 11 mos
LPL Financial LLCBroker
March 2021 - May 2021 · 2 mos
Stratos Wealth Partners, LTD
March 2021 - May 2021 · 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2018 - January 2021 · 2 yrs 9 mos
Wells Fargo Clearing Services, LLC
April 2018 - January 2021 · 2 yrs 9 mos
Morgan Stanley
May 2016 - April 2018 · 1 yr 11 mos
Morgan StanleyBroker
May 2016 - April 2018 · 1 yr 11 mos
Wells Fargo Advisors, LLC
January 2011 - May 2016 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2016 · 5 yrs 4 mos
Wells Fargo Investments, LLC
February 2007 - January 2011 · 3 yrs 11 mos
Wells Fargo Investments, LLCBroker
September 2006 - January 2011 · 4 yrs 4 mos
Linsco/private Ledger CORP.Broker
April 2006 - September 2006 · 5 mos
State Registrations2 states
IAIL
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.