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Patrick Dill

7 Years of Experience
Baton Rouge, LA
BrokerSells Insurance

Patrick Dill is a registered investment advisor, based in Baton Rouge, LA, with 7 years of industry experience.

Location

9026 Jefferson Highway, Suite 401, Baton Rouge, LA, 70809

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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 ActivitiesSells Insurance

Patrick owns Dill Wealth Management, LLC, a private entity for securities, advisory, and insurance business, dedicating all his time during business hours. He also sells fixed insurance, spending about 10% of his time on this activity.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
August 2025 - Present · 9 mos
Raymond James Financial Services, INC.
August 2025 - Present · 9 mos
Previous Registrations
Commonwealth Financial Network
June 2024 - August 2025 · 1 yr 2 mos
Commonwealth Financial NetworkBroker
June 2024 - February 2025 · 8 mos
American Portfolios Advisors, INC
March 2023 - April 2024 · 1 yr 1 mo
American Portfolios Financial Services, INC.Broker
February 2023 - April 2024 · 1 yr 2 mos
Hartford Funds Distributors, LLCBroker
October 2018 - February 2023 · 4 yrs 4 mos
State Registrations4 states
FLLANJPA
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.
Patrick Dill - Financial Advisor | TrueAdvisor