Britney Bogner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Hays, KS, with 5 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

1200 Main Street, 6th Floor, Hays, KS, 67601

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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

Britney works as a financial advisor for Werth Wealth Management LLC, dedicating about half of her time to this role. She also works as a tumbling coach for the Hays Recreation Commission, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2021 - Present · 5 yrs 1 mo
Raymond James Financial Services, INC.Broker
December 2020 - Present · 5 yrs 5 mos
State Registrations7 states
COGAIAKSNEOKWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.