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|
|Dean Witter Reynolds Inc.||Tallahassee, FL||Apr 1999 - Apr 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1994|
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)