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PC

Patrick Coyne

1 Year of Experience
Merrit Island, FL
Broker

Patrick Coyne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Merrit Island, FL, with 1 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2395 North Courtenay Parkway, Suite 201, Merrit Island, FL, 32953

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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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Other Business Activities

Patrick works as a financial advisor for Crossley Shear, dedicating about half of his time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
State Registrations2 states
FLSC
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.