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Henry Hagood

23 Years of Experience
Birmingham, AL
Broker

Henry Hagood is a registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243

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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

Henry is the Vice President of the Pinnacle Chapter of a networking group called BNI since January 2020. He spends a few hours per week on this role, which involves attendance, recruiting new members, and one-on-one meetings.

Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 3 mos
Morgan StanleyBroker
April 2012 - Present · 14 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2002 - April 2012 · 9 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2002 - April 2012 · 9 yrs 9 mos
State Registrations17 states
ALCACOFLGAILINKYLAMANCNVNYORTNTXWA
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.
Henry Hagood - Financial Advisor | TrueAdvisor