Patrick Lee Reed
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
3 statesRegistered 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
15 years in the industry.
- Raymond James Financial Services Advisors, IncJul 2020 to now
- Peoples BankJul 2020 to now
- Peoples dba Peoples Investment ServicesJul 2020 to now
- Raymond James Financial Services, Inc.Jul 2020 to now
- United BankMar 2018 to Jul 2020
- United Brokerage Services, Inc.Mar 2018 to Jul 2020
- PNC InvestmentsDec 2014 to Mar 2018
- PNC BankMay 2011 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 3 states (OH, TX, WV).
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
- 6426910
- Firm CRD
- 149018