Advisor at Raymond James Financial
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Location
Hinckley, UT
Credentials
Series 63, Series 66
Industry experience
28 years
Patricia Nelson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Johnson Investment Advisory Services LLC and Raymond James Financial Services since 2012. Outside of her advisory role, she is a partner in Dark Horse Ranch LLC, a ranch development focused on raising beef cows and horses with grade bloodlines. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans and recommendations supported by extensive research and asset-allocation analysis.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
Hinckley, UT
Texas · Utah
Johnson Investment Advisory Services LLC
2012 - Present (14 years)
Raymond James Financial Services Advisors Inc.
2012 - Present (14 years)
Raymond James financial Services
2012 - Present (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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