Patricia BeckwithCRD 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 33 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.
Walnut Hill Advisors, LLC
Commonwealth Financial Network
|Constitution Financial Partners, LLC||Danvers, MA||Jun 2009 - Current||8|
|Raymond James Financial Services Advisors Inc.||Danvers, MA||Apr 2009 - Current||9|
|Raymond James Financial Services, Inc.||Danvers, MA||Jan 1999 - Current||19|
|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|
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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