Barbara Joan Fitzpatrick
Investment adviser representative at Raymond James Financial Services Advisors, Inc
26 yearsExperience
1 stateRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Raymond James Financial Services Advisors, IncJan 2026 to now
- Raymond James Financial Services, IncJan 2026 to now
- Raymond James & Associates, Inc.May 2022 to Dec 2025
- Lemons N Lavender BoutiqueJun 2021 to Dec 2022
- Raymond James Financial Services Advisors Inc.Oct 2017 to Jun 2021
- Raymond James Financial Services, Inc.Feb 2004 to Jun 2021
- Torre Financial GroupNov 2000 to Jun 2021
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (SC).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2189738
- Firm CRD
- 149018