Hance McKenzieCRD Number: 1097876
Current Firm: Raymond James & Associates, Inc.
Hance McKenzie (CRD# 1097876) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Ridgeland, MS and has over 31 years of experience in the finance industry.
Asset Dedication, LLC
Bergland Wealth Management, Inc.
Wells Fargo Advisors Financial Network, LLC
|Raymond James And Associates||Jackson, MS||Nov 2011 - Current||6|
|Wells Fargo Advisors LLC||Ridgeland, MS||May 2009 - Nov 2011||2|
|Wachovia Securities, LLC||Ridgeland, MS||Jan 2008 - May 2009||1|
|A.g. Edwards||Ridgeland, MS||May 1995 - Jan 2008||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1986|
|S66||NASAA Uniform Combined State Law Examination||Aug 2003|
Total Assets Under Management91,401MILLIONS
Total Number of Accounts317,837ACCOUNTS
Average Account Value$287,573
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)