Thomas Fitzpatrick
Thomas Fitzpatrick is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Billerica, MA, with 6 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
Firm Size
IM Fee
Assets Under Management
Location
164 Concord Road, Billerica, MA, 01821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is an owner/proprietor at Fitzpatrick & Goguen CPAs PC since 2017, dedicating about half of his time as a CPA. He is also an associate/employee at North Atlantic Investment Partners and an officer/treasurer/board member/founder at Tyngsborough Land Trust, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Independent Financial Advisory, INC.
State Registrations1 state
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