Patrick O'connorCRD Number: 4434611
Current Firm: Raymond James & Associates, Inc.
Patrick O'connor (CRD# 4434611) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Venice, FL and has over 9 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Raymond James & Associates||St. Petersburg, FL||Jul 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
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)