HF
ChFC
HF
ChFC

Hershel Flanagan

52 Years of Experience
Texarkana, TX
Broker

Hershel Flanagan is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Texarkana, TX, with 52 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5802 Summerfield Dr, Texarkana, TX, 75503

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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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Other Business Activities

Hershel is an independent contractor for FA Financial Partners LLC, advising clients on retirement planning and selling Raymond James Financial Services (RJFS) products. This activity takes about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2011 - Present · 15 yrs 2 mos
Raymond James Financial Services, INC.Broker
March 2011 - Present · 15 yrs 2 mos
Previous Registrations
Metlife Securities INC.
January 1985 - March 2011 · 26 yrs 2 mos
Metlife Securities INC.Broker
October 1973 - March 2011 · 37 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
October 1973 - July 2007 · 33 yrs 9 mos
State Registrations6 states
ARCALANCOKTX
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.