William Hagen
William Hagen is a registered investment advisor at Raymond James & Associates, INC., based in Tallahassee, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2065 Thomasville Road, Suite 201, Tallahassee, FL, 32308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is a director for Florida State University Boosters, supporting Florida State Athletics. He dedicates minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
MML Investors Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Massachusetts Mutual Life Insurance CompanyBroker
State Registrations8 states
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