PD
PD

Patrick Duerr

15 Years of Experience
Farmington Hills, MI
Broker

Patrick Duerr is a registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, with 15 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

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

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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.
October 2012 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.
October 2012 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2012 - Present · 13 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2010 - October 2012 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
August 2010 - October 2012 · 2 yrs 2 mos
State Registrations5 states
FLMINYOHWA
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.