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.
CRD# 6037034
Osaic Wealth, Inc.
CRD# 5964026
Raymond James Financial Services Advisors, Inc.
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 |
- MI
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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
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