Andrea Patrick
Andrea Patrick is a registered investment advisor at Raymond James & Associates, INC., based in The Villages, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Brownwood Paddock Square, 2631 West Torch Lake Drive, The Villages, FL, 32163
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea owns a rental property and spends minimal time on landlord responsibilities. She also works as a bookkeeper for her husband's cabinet installation business and raises beef cattle as a sole proprietor, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations14 states
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