Hance Mckenzie
Hance Mckenzie is a registered investment advisor at Raymond James & Associates, INC., based in Ridgeland, MS, with 42 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
200 Concourse Suite 100, 1062 Highland Colony Parkway, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Hance is a director for the Heatherstone Homeowners Association since 2020, dedicating minimal time to managing the neighborhood and serving on the board.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Painewebber IncorporatedBroker
Oppenheimer & CO., INC.Broker
A. G. Edwards & Sons, INC.Broker
First Jersey Securities, INC.Broker
State Registrations46 states
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