Patrick Joseph Biggins

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

• 03/2009 → 08/2018
  Ubs Financial Services Inc
  Corpus Christi, TX
• 08/2018 → Present
  Raymond James Financial Services, Inc.
  Corpus Christi, TX
• 08/2018 → Present
  Raymond James Financia Services Advisors, Inc.
  Corpus Christi, TX

Previous Registrations

• 2009-03-06 → 2018-08-17
  Ubs Financial Services Inc.
  Corpus Christi, TX
• 2002-01-25 → 2009-03-26
  Citigroup Global Markets Inc.
  San Antonio, TX
  Corpus Christi, TX

Other Businesses

(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Borrower Investment Related: No Start Date: 03/18/2026 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Short term loan from my brother to me to have bridge financing for a real Estate Purchase (2)Name of Business: Beau Monde Properties LLC Address: 700 Everhart Rd Ste C1, Corpus Christi, TX, 78411, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/11/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the LLC that was created to hold the RJ office property that we bought when we joined RJ. I am 50/50 joint owners with my brother Paul. (3)Name of Business: Biggins Wealth Services LLC Address: 700 Everhart Rd Ste C1, Corpus Christi, TX, 78411, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/03/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Managing Partner (4)Name of Business: HULEN SERVICES INC. Address: 555 N. Carancahua Suite 200, Corpus Christi, TX, 78401, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Small Family Construction Company (5)Name of Business: New Life Refuge Ministries Address: 4500 Ocean Dr, Corpus Christi, TX, 78412, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member, Director, Chair of the Board Investment Related: Yes Start Date: 08/03/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend Monthly Board Meeting to further this non-profit's cause of ending minor sex trafficking.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-04-26
• S63 Uniform Securities Agent State Law Examination
  1984-09-20

Other Names

• Patrick Joseph Biggins
• Patrick J. Biggins
• Patrick J. J. Biggins