Merry BagwellCRD Number: 3139790
Current Firm: Raymond James & Associates, Inc.
Merry Bagwell (CRD# 3139790) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Southlake, TX and has over 19 years of experience in the finance industry.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Raymond James And Associates||Fort Worth, TX||Jul 2015 - Current||2|
|Wells Fargo Advisors LLC||Arlington, TX||May 2009 - Jul 2015||6|
|Wachovia Securities, LLC||Bedford, TX||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
Total Assets Under Management142,933MILLIONS
Total Number of Accounts472,443ACCOUNTS
Average Account Value$302,541
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV