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Merry Bagwell

27 Years of Experience
Southlake, TX
Broker

Merry Bagwell is a registered investment advisor at Raymond James & Associates, INC., based in Southlake, TX, with 27 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

115 Grand Avenue, Suite 222, Southlake, TX, 76092

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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.
July 2015 - Present · 10 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - August 2015 · 7 yrs 7 mos
Wells Fargo Advisors, LLCBroker
January 2008 - August 2015 · 7 yrs 7 mos
A. G. Edwards & Sons, INC.
November 2002 - January 2008 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
December 1998 - January 2008 · 9 yrs 1 mo
State Registrations19 states
ARAZCTFLILINMDMIMNMOMSNCOHOKSCTNTXWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.