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Willis Hagan
30 Years of Experience
Birmingham, AL
1 DisclosureBroker
Willis Hagan is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, with 30 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
2900 Highway 280, Suite 100, Birmingham, AL, 35223
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2011Settled
Other Business Activities
Willis is a finance/investment committee member at St Liukes Church since 2015. He dedicates a few hours per week to this investment-related activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
August 1998 - February 2013 · 14 yrs 6 mos
Morgan Keegan & Company, INC.Broker
June 1995 - February 2013 · 17 yrs 8 mos
State Registrations18 states
ALAZCACOFLGAKYLANCNHNJNYOHPASCTNTXVA
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.