Patrick King, financial advisor Fort Myers FL
93 score

Patrick King

CRD Number: 1009337
Current Firm: Raymond James Financial Services Advisors, Inc.

Patrick King (CRD# 1009337) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Myers, FL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Tus Nua LLC Fort Myers, FL Apr 2012 - Current 4
Raymond James Financial Services Advisors, Inc. Fort Myers, FL May 2009 - Current 7
Raymond James Financial Services, Inc. Fort Myers, FL Jan 1999 - Current 17
United Healthcare Medicare Supplements Fort Myers, FL Mar 2011 - Sep 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Patrick D. King
Phone Number: 727-567-5877
Registered State(s):
  • FL
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
93
Clean Record
This advisor has a clean track record with regulators.

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