Raymond James Financial Services Advisors, Inc
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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
Years of Experience
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Raymond James Financial Services Advisors, Inc Brokerage Details
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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
Patricia Thomas Work History
Patricia has 11 years of experience.
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Johnson Investment Advisory Services LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Patricia Thomas has disclosures.
Please visit their SEC profile for more details.
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