Patricia
Thomas

Raymond James Financial Services Advisors, Inc

CRD#2806913
Investment Advisor
in Draper, UT
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About this Advisor

Patricia Thomas is a financial advisor who works in Draper, Utah, who has been in the industry for 11 years. Thomas is an employee of Raymond James Financial Services Advisors, Inc. The advisor has gained experience at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, Raymond James Financial Services, Raymond James Financial Services Advisors Inc and Johnson Investment Advisory Services LLC. Thomas has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to operate in Utah. Raymond James Financial Services Advisors, Inc is an advisory company that has its headquarters in Draper, Utah. It has offices in 2,040 locations and a total of 5,600 advisors. It has $81 billion in total assets across its 280,698 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 100 charitable organizations. Of its 280,698 customer accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. The firm 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. Financial management fees depend on which services are provided. However, fees 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, Series 66

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

Yes

Office Location

166 East 14000 South Suite 110
Draper, UT 84020

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

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

6,224

UT Average: 62
Total Number of Accounts

343,734

UT Average: 2,474
Average Account Size

$301,664

UT 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

Patricia Thomas Work History

Patricia has 11 years of experience.

2012 - Present (7 years)

Raymond James Financial Services

2012 - Present (7 years)

Raymond James Financial Services Advisors Inc

2012 - Present (7 years)

Johnson Investment Advisory Services LLC

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

2007 - 2012 (5 years)

Morgan Stanley & Co., Inc

Disclosures

Patricia Thomas has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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