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Beverly Hunziker

11 Years of Experience
Lemont, IL
Broker

Beverly Hunziker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lemont, IL, with 11 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

160 East Wend Street, Suite E, Lemont, IL, 60439

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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

Beverly works as an associate/employee at Hunziker & Associates, Inc., assisting with office activities. This takes about a quarter to about half of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2014 - Present · 12 yrs 1 mo
Raymond James Financial Services, INC.Broker
June 2014 - Present · 12 yrs 3 mos
State Registrations1 state
IL
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.
Beverly Hunziker - Financial Advisor | TrueAdvisor