Patricia Wilson (CRD# 5159114) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Sycamore, IL and has over 17 years of experience in the finance industry.
CRD# 4973788
Polen Capital Management, LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 6874212
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James & Assoicates | Sycamore, IL | Jan 2015 - Current | 9 |
| Fifth Third Bank | Westmont, IL | Jun 2014 - Dec 2014 | < 1 |
| Fifth Third Bank | Westmont, IL | Aug 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2017 |
- IL
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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