Patton TeagleCRD Number: 1251270
Current Firm: Raymond James & Associates, Inc.
Patton Teagle (CRD# 1251270) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Fairlawn, OH and has over 30 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Raymond James & Associates, Inc.
|Raymond James & Associates, Inc.||Fairlawn, OH||Mar 2014 - Current||3|
|Duncan-williams, Inc.||Memphis, TN||Jun 2012 - Mar 2014||1|
|Wells Fargo Advisors LLC||Canton, OH||May 2009 - Jun 2012||3|
|Wachovia Securities, LLC||Canton, OH||Jan 2008 - May 2009||1|
|A.g. Edwards||Fairlawn, OH||Aug 2003 - Jan 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1987|
|S65||NASAA Investment Advisors Law Examination||Mar 1998|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- 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)
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