Patrick Faulkner (CRD# 1376631) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 38 years of experience in the finance industry.
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2605269
Davenport & Company LLC
CRD# 2396863
Pathway Financial Planning, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Towne Wealth Management | Williamsburg, VA | Nov 2019 - Current | 4 |
| Rental Real Estate | Charles City, VA | Oct 2014 - Current | 9 |
| Townebank | Williamsburg, VA | Apr 2014 - Current | 10 |
| Raymond James Financial Services,inc | Williamsburg, VA | Aug 2012 - Current | 11 |
| Raymond James Financial Services Advisors Inc. | Williamsburg, VA | Aug 2012 - Current | 11 |
| Monarch Bank | Williamsburg, VA | Apr 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- VA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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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