Patrick Essian, financial advisor Bad Axe MI

Patrick Essian

CRD Number: 1674468
Current Firm: Raymond James Financial Services Advisors, Inc.

Patrick Essian (CRD# 1674468) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bad Axe, MI and has over 36 years of experience in the finance industry.

Similar Advisors
Nicholas Bliss, financial advisor Bad Axe MI
Nicholas Bliss
CRD# 6037034
Osaic Wealth, Inc.
Similar Advisors
Tyler Colling, financial advisor Bad Axe MI
Tyler D. Colling
CRD# 5964026
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Barry Cronin, financial advisor Bad Axe MI
Barry W. Cronin
CRD# 6080278
Edward Jones
Company Name Location Dates Years
Oakwood Financial Bad Axe, MI Aug 2014 - Current 9
Raymond James Financial Services Advisors, Inc. Bad Axe, MI Jan 2009 - Current 15
Raymond James Financial Services Bad Axe, MI Nov 1999 - Current 24
Oakwood Financial Bad Axe, MI Jan 1997 - Current 27
Cherry Hill Financial Bad Axe, MI Sep 1999 - Dec 2023 24
Christopher Patrick, LLC Bad Axe, MI Oct 2010 - Dec 2020 10
Jason Patrick Properties LLC Bad Axe, MI Aug 2016 - Dec 2019 3
House Of Bread Bad Axe, MI Aug 2014 - Dec 2019 5
Jason Patrick And Associates, LLC Bad Axe, MI May 2013 - Dec 2019 6
24/7 Club Fitness Bad Axe, MI Aug 2014 - Oct 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Patrick J. Essian
Phone Number: 727-567-3020
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Patrick Essian and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.