Bradford HagermanCRD Number: 233319
Current Firm: Thurston Springer Advisors
Bradford Hagerman (CRD# 233319) is an Investment Advisor Representative working at Thurston Springer Advisors in Sarasota, FL and has over 42 years of experience in the finance industry.
Sage Wealth Consulting, LLC
Advice And Planning Services
|Thurston Springer Financial||Sarasota, FL||Mar 2021 - Current||1|
|Wells Fargo Advisors Financial Network LLC||Sarasota, FL||Jan 2010 - Mar 2021||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1979|
|S65||NASAA Investment Advisors Law Examination||Apr 2011|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,023MILLIONS
Total Number of Accounts3,252ACCOUNTS
Average Account Value$314,446
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, DC, FL, IL, IN, KY, MD, NC, OH, PA, SC, TN, TX, WI
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