Bevin Hartnett is a registered investment advisor, based in Webster, TX, with 20 years of industry experience.
Location
711 W. Bay Area Blvd, Suite 530, Webster, TX, 77598
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Regulatory History (1)
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Customer Dispute
June 2007Settled
Other Business Activities
Bevin owns Pinebrook Tax Strategies, where he prepares taxes for clients, dedicating a few hours per week. He is also the CEO of Velonix Wealth, a support company, taking about half of Bevin's time with management activities.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Raymond James Financial Services Advisors, INC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Waddell & ReedBroker
September 2006 - October 2019 · 13 yrs 1 mo
Waddell & Reed
September 2006 - October 2019 · 13 yrs 1 mo
Ameriprise Financial Services, INC.
June 2005 - September 2006 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
May 2005 - September 2006 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
May 2005 - July 2006 · 1 yr 2 mos
State Registrations16 states
CACOGAHIILMDMNMOMSNCNMNVOKPATXWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.