Bart Jagodzinski, financial advisor Billings MT
93 score

Bart Jagodzinski

CRD Number: 3123776
Current Firm: First Financial Equity Corporation

Bart Jagodzinski (CRD# 3123776) is an Investment Advisor Representative working at First Financial Equity Corporation in Billings, MT and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
First Financial Equity Corporation Billings, MT Feb 2011 - Current 5
Rbc Capital Markets Corporation Billings, MT Mar 2008 - Feb 2011 2
Rbc Dain Rauscher Inc. Billings, MT Jun 2006 - Mar 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2006
Contact Info for Bart B. Jagodzinski
Phone Number: 480-951-0079
Firm Website: http://www.ffec.com
Registered State(s):
  • MT
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    2,865
    MILLIONS
  • Total Number of Accounts
    6,068
    ACCOUNTS
  • Average Account Value
    $472,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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