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Brian Keith Fitzpatrick is a financial advisor professional located in Oskaloosa, IA. They specialize in financial advisory. With over 22 years of experience, they bring deep expertise to every client.
Brian Keith Fitzpatrick - Raymond James Financial Services, Inc. holds an active professional license (FINRA CRD) for your protection.
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Brian Keith Fitzpatrick is a financial advisor based in Oskaloosa, Iowa, operating through Raymond James Financial Services, Inc. With 22 years in the financial services industry, Fitzpatrick brings extensive experience in wealth management and financial planning. He holds a FINRA CRD license (number 4730398), which governs his work as a registered investment professional. His practice serves clients seeking guidance on investment strategy, portfolio management, and comprehensive financial planning within the regulatory framework established by FINRA oversight.
Brian Keith Fitzpatrick's FINRA CRD license indicates he is registered with the Financial Industry Regulatory Authority, the independent regulator for securities brokers and investment advisors. This registration means he has passed required examinations, undergone background review, and operates under FINRA's compliance rules and ethical standards. The CRD (Central Registration Depository) system tracks his licensing history, disciplinary records, and qualifications. For clients, this registration signals that Fitzpatrick is authorized to provide investment advice and securities services while subject to ongoing regulatory oversight and continuing education requirements.