Patrick Black
Patrick Black is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Redding, CA, with 22 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
2620 Larkspur Ln, Suite Q, Redding, CA, 96002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick is a managing partner of Onyx Wealth Strategies, a support company. This activity takes about half of Patrick's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations15 states
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