William HagenCRD Number: 1042480
Current Firm: Raymond James & Associates, Inc.
William Hagen (CRD# 1042480) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Tallahassee, FL and has over 35 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Lpl Financial LLC
Next Financial Group, Inc.
|Raymond James & Associates||Tallahassee, FL||Jul 2013 - Current||4|
|Wells Fargo Advisors LLC||Tallahassee, FL||May 2009 - Jul 2013||4|
|Wachovia Securities,llc||Jacksonville, FL||Mar 2008 - May 2009||1|
|Morgan Stanley & Company, Incorporated||Tallahassee, FL||Apr 2007 - Mar 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1994|
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