Patrick
Yanke

Raymond James Financial Services Advisors, Inc

CRD#4196162
Investment Advisor
in Raleigh, NC
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About this Advisor

Patrick Yanke is a certified financial planner based in Raleigh, North Carolina, who has been in the advisory business for 11 years. Yanke is currently employed by Raymond James Financial Services Advisors, Inc. During their career, Yanke has held roles at Wells Fargo Advisors, Wachovia Securities, LLC, Raymond James Financial Services, Yanke Financial LLC, Raymond James Financial Services Advisors, Inc, Clc Inc, Business Networking International (Bni), Lis Capitas and Yanke Academy, LLC. Yanke has a Series 63 license, certifying them as a securities broker, and can work in North Carolina. Raymond James Financial Services Advisors, Inc is a business operating in Raleigh, North Carolina. It has offices in 2,040 locations and a total of 5,600 people on staff. It has $81 billion in assets among its 280,698 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 100 charitable organizations. Of its 280,698 client accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets. Raymond James Financial Services Advisors, Inc has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely vary depending on which services are offered. Fee types charged by Raymond James Financial Services Advisors, Inc likely are comprised of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5540 Centerview Drive Suite 200
Raleigh, NC 27606

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

NC Average: $1,855,561,029
Total Number of Employees

6,224

NC Average: 62
Total Number of Accounts

343,734

NC Average: 2,474
Average Account Size

$301,664

NC Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Patrick Yanke Work History

Patrick has 11 years of experience.

2018 - Present (1 years)

Clc Inc

2016 - 2016 (0 years)

Lis Capitas

2016 - Present (3 years)

Yanke Academy, LLC

2015 - 2016 (1 years)

Business Networking International (Bni)

2009 - 2009 (0 years)

Wells Fargo Advisors

2009 - Present (10 years)

Raymond James Financial Services

2009 - Present (10 years)

Yanke Financial LLC

2009 - Present (10 years)

Raymond James Financial Services Advisors, Inc

2007 - 2009 (2 years)

Wachovia Securities, LLC

Disclosures

Patrick Yanke has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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