Centaurus Financial
45yrs
Top advisor by experience in Windsor
27yrs
Patrick Varney
Full name on record: Patrick Eugene Varney
Financial advisor at Raymond James Financial Services Advisors
Patrick Varney has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Windsor, Colorado. Patrick joined Raymond James Financial Services Advisors in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 48 advisors with offices in Windsor, and one of 46 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 17% by experience in Colorado
Office1041 Main Street, Windsor, CO 80550
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowRaymond James Financial Services Advisors, Inc.Current firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Raymond James Financial Services Advisors at 727-567-3020 and ask for Patrick Varney. Patrick works from the Windsor, CO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 27 years. Top 17% by experience in Colorado.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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