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Hans Asoera

36 Years of Experience
Burlington, VT
Broker

Hans Asoera is a registered investment advisor at Raymond James & Associates, INC., based in Burlington, VT, with 36 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

40 Main Street, Suite 400, Burlington, VT, 05401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Hans is a referee for the Vermont Soccer League since 2008 and a board member of O.M. Fisher Home, Inc. since 2018, dedicating minimal time to the latter.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2020 - Present · 6 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
Edward Jones
March 2007 - May 2020 · 13 yrs 2 mos
Edward JonesBroker
August 1989 - May 2020 · 30 yrs 9 mos
State Registrations26 states
AZCACTFLGAILINKSMAMDMEMSMTNCNHNJNYOHPARISCSDTXVAVTWI
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.