PW
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Patrick Wilson

2 Years of Experience
Macon, GA
Broker

Patrick Wilson is a registered investment advisor at Raymond James & Associates, INC., based in Macon, GA, with 2 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

121 Perimeter Parkway, Macon, GA, 31210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Patrick serves as a representative on the Alumni Board at Darlington School since 2021. He is responsible for increasing attendance at alumni gatherings, assisting with leadership selections, helping with career day, and sponsoring events, performing these duties outside of business hours.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2024 - Present · 2 yrs 3 mos
Raymond James & Associates, INC.Broker
January 2024 - Present · 2 yrs 4 mos
State Registrations9 states
ARFLGAMTNCSCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.