Patricia Green
Patricia Green is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 17 years of industry experience. Patricia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
100 North Tampa, Suite 2400, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Financial
March 2020Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations1 state
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
More Advisors
- Sheavae GilbertRaymond James & Associates, INC.
- William Day, CFPRaymond James & Associates, INC.
- Ryan Luzod, CFP, ChFCRaymond James & Associates, INC.
- George FelliosRaymond James & Associates, INC.
- Danyell MunassiRaymond James & Associates, INC.
- Robert CarneyRaymond James & Associates, INC.