Patricia Beckwith, financial advisor Beverly MA
96 score

Patricia Beckwith

CRD Number: 1317644
Current Firm: Raymond James Financial Services Advisors, Inc.

Patricia Beckwith (CRD# 1317644) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Beverly, MA and has over 32 years of experience in the finance industry. Patricia Beckwith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Beckwith Gagnon Realty Trust Beverly, MA Mar 2011 - Current 5
Constitution Financial Partners, LLC Danvers, MA Jun 2009 - Current 7
Raymond James Financial Services Advisors Inc. Danvers, MA Apr 2009 - Current 7
Raymond James Financial Services, Inc. Danvers, MA Jan 1999 - Current 17
Marbeck Beverly, MA Mar 2011 - Jul 2011 < 1
Beverly Business Networking Internationa Beverly, MA Jul 2006 - Jul 2010 4
Girl Scouts Of Spar And Spindle Council North Andover, MA Jun 2005 - Apr 2010 4
Beverly Chamber Of Commerce Beverly, MA Jun 2006 - Jul 2009 3
Toastmaster Club Of Beverly Massachusetts Inc. Beverly, MA Jun 2005 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Patricia B. Beckwith
Phone Number: 727-567-5877
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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