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Aragorn Batsford

19 Years of Experience
Hauppauge, NY
BrokerSells Insurance

Aragorn Batsford is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hauppauge, NY, with 19 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

P O Box 5654, Hauppauge, NY, 11788

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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 ActivitiesSells Insurance

Aragorn is the owner of 2 B Planning Inc, dedicating minimal time to it. He also owns 2 B Planning Inc / PRB Consulting Inc / Aragorn Batsford as LA Lic. Bkr, where he works as a broker for various insurance products and fixed annuities, spending a few hours per week. Additionally, Aragorn is the owner of High Peaks Wealth Management LLC, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2009 - Present · 16 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2007 - Present · 19 yrs 4 mos
State Registrations20 states
AZCACTDCFLGAMAMDMNMONCNHNJNYORPASCTXVAVT
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.