Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Douglas is a financial advisor with over 35 years of experience in the industry. Patrick is registered with Raymond James Financial Services Advisors, Inc. and is a Registered Representative and Investment Advisor Representative. Patrick has served clients in Augusta, GA and surrounding areas. Patrick has held previous positions at RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., WACHOVIA SECURITIES, INC. and JOHNSON, LANE, SPACE, SMITH & CO., INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
02/23/2022 - Present
Raymond James Financial Services Advisors, Inc. (Augusta GA)
GA
02/13/2013 - 03/16/2022
RAYMOND JAMES & ASSOCIATES, INC. (AUGUSTA GA)
GA
06/30/2000 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (AUGUSTA GA)
NC
10/14/1988 - 07/19/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NA
10/22/1986 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
IA
Issued 03/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/17/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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