BH
BH

Beverly Hager

20 Years of Experience
Panama City, FL
Broker

Beverly Hager is a registered investment advisor at Raymond James & Associates, INC., based in Panama City, FL, with 20 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

101 W 5th Street, Panama City, FL, 32401

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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

Beverly owns rental real estate, serves as Advisory Board Chair for the City of Panama City General Employee Pension Fund Board, and is a self-employed notary. She also works as an independent contractor for Uber, dedicating about 10-20% of her time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2008 - Present · 17 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2008 - Present · 17 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
October 2005 - November 2008 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2005 - November 2008 · 3 yrs 7 mos
State Registrations32 states
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Exams
No exam information available for this advisor.