Weston Hager is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Eaton, CO, with 10 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
Loading...

Location

55 South Elm Avenue, Eaton, CO, 80615

Get directions

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.

Learn about disclosures →
Other Business Activities

Weston owns rental real estate property leased to a solar company, requiring minimal time. He also works as a financial advisor at Bank of Colorado Investment Services, taking about half of his time, and serves on the Town of Eaton Hometown Revitalization Committee, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services Advisors, INC
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Signator Investors, INC.
March 2017 - March 2018 · 1 yr
Signator Investors, INC.Broker
May 2016 - March 2018 · 1 yr 10 mos
Transamerica Financial Advisors, INCBroker
January 2016 - May 2016 · 4 mos
State Registrations25 states
ALARAZCACOFLIDKSKYMDMIMONCNDNENMNVOKPASCTXUTVAWIWY
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.