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Credentials
Series 65
Experience Industry experience
< 1 year
Location
Remote
Raymond James (USA) Ltd.
Multi-team
Total advisors
123Clients per advisor
39 LowAvg AUM per client
$398,183 LowHNW client ratio
7% LowPatrick Choquette is a financial advisor with Raymond James (USA) Ltd., holding a Series 65 designation and beginning his tenure at the firm in 2025. He has over two decades of experience with Raymond James Ltd. in Canada, where he serves as a portfolio manager and is involved in insurance and estate planning through the firm's related division. Outside of his advisory role, he is a non-active shareholder in a family-owned restaurant, Beatnik's Bistro. Raymond James (USA) Ltd. provides fee-based portfolio management and advisory services to a diverse client base including individuals, high net worth clients, and institutional investors. The firm combines discretionary and non-discretionary asset management with access to extensive market research and third-party platforms, emphasizing asset allocation, diversification, and long-term investing.
Based on Raymond James (USA) Ltd.
Based on Raymond James (USA) Ltd.
$0 - $500,000: 2.25% $500,001 - $1,000,000: 1.75% $1,000,001 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.25% $5,000,001+: 1.00%
Clients may pay commissions for securities-related products; investment adviser representatives may receive commissions for sales.
Account minimum: $50,000
California
< 1 year of industry experience
Raymond James (USA) Ltd.
2025 - Present • 1 year
Vancouver
Raymond James Ltd.
2004 - Present • 22 years
Vancouver
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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