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Betty Napier

40 Years of Experience
Farmington Hills, MI
Broker

Betty Napier is a registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, with 40 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2010 - Present · 15 yrs 8 mos
Raymond James & Associates, INC.
April 2009 - Present · 17 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - April 2009 · 15 yrs 9 mos
Lehman Brothers INC.Broker
January 1991 - July 1993 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
November 1987 - January 1991 · 3 yrs 2 mos
First Heritage CorporationBroker
August 1985 - October 1987 · 2 yrs 2 mos
Ids Marketing CorporationBroker
February 1985 - June 1985 · 4 mos
State Registrations13 states
ALAZCAFLGAILINKYMDMINVOHTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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