Patrick AllisonCRD Number: 871513
Current Firm: Raymond James & Associates, Inc.
Patrick Allison (CRD# 871513) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 37 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Morgan Keegan & Company||Memphis, TN||Apr 2012 - Current||4|
|Raymond James & Associates, Inc.||Houston, TX||Sep 1994 - Current||22|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1979|
|S65||NASAA Investment Advisors Law Examination||Jan 1994|
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