Patrice Storms Hoenninger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → Present
  Raymond James Financial Services
  Lancaster, PA
• 03/2009 → Present
  Raymond James Financial Services Advisors Inc.
  Lancaster, PA
• 02/2009 → Present
  Fulton Bank
  Lancaster, PA

Previous Registrations

• 2007-09-07 → 2009-02-27
  Wells Fargo Clearing Services, Llc
  Lancaster, PA
  Wyomissing, PA
  Lancaster, PA

Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 451 Granite Run Dr, Lancaster, PA, 17601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/14/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-09-24

Designations

• Certified Financial Planner

Other Names

• Patrice Storms Mccarty
• Patrice Hoenninger