Patrick Allen Petkovich

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

• 11/2001 → Present
  Raymond James Financial Services
  Tampa, FL
• 01/2010 → Present
  Raymond James Financial Services Advisors, Inc
  Tampa, FL
• 08/2011 → Present
  Petkovich & Associates
  Tampa, FL

Other Businesses

(1) Name of Business: Petkovich & Associates Address: 10012 North Dale Mabry Suite 221 Tampa, FL. 33618, Tampa, FL, 33618, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 08/31/2011 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be the only Director

Exams

• S66 Uniform Combined State Law Examination
  2005-06-04
• S65 Uniform Investment Adviser Law Examination
  1999-12-11
• S63 Uniform Securities Agent State Law Examination
  1995-11-06