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Samuel Hauxwell

17 Years of Experience
Bend, OR
Broker

Samuel Hauxwell is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bend, OR, with 17 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

121 NW Greenwood Avenue, Suite 101, Bend, OR, 97703

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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 Financial Services Advisors, INC
June 2015 - Present · 11 yrs 1 mo
Raymond James Financial Services, INC.Broker
July 2011 - Present · 15 yrs
Previous Registrations
Vanguard Marketing CorporationBroker
June 2008 - January 2011 · 2 yrs 7 mos
State Registrations16 states
AZCACTGAIDINKSNMNVOKORTXVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Samuel Hauxwell - Financial Advisor | TrueAdvisor