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| Bruce Hagan 3116 Capital Circle NE, Suite 10, Tallahassee Fl 32312 (850) 386 1112 |
Securities and Investment Advisory services offered through NBC Securities, Inc. Member FINRA and SIPC. Investment products 1) are not FDIC
insured 2)not guaranteed by any bank and 3)may lose value including a possible loss of principal invested. NBC Securities does not provide legal or
tax advice. Recipients should consult with their own legal or tax professional prior to making any decision with a legal or tax consequence.
insured 2)not guaranteed by any bank and 3)may lose value including a possible loss of principal invested. NBC Securities does not provide legal or
tax advice. Recipients should consult with their own legal or tax professional prior to making any decision with a legal or tax consequence.
| Bruce Hagan started his company in 1989 to assist individuals, businesses and non-profits with their financial planning needs. A graduate of Florida State University, he spent three years at the Federal Reserve Bank of Atlanta in Jacksonville, working in Treasury securities. He worked with both Smith Barney and Dean Witter prior to opening his own business. He currently holds FINRA Series licenses 4, 7, 24, 51 and 66 and is licensed by the State of Florida for life insurance and variable annuities. We help our clients with such things as retirement plans, college education plans, and purchasing and selling securities .For non-profits, we provide asset management, investment policy review, and fiduciary compliance guidelines. While many firms focus on wealth accumulation, We go a step further to utilize proactive strategies in the distribution stage with clients. |
On a personal note, Bruce has served on the board of Goodwill Industries for nine years including a term as
president. For the past six years, he has been an adjunct instructor at Florida State University where he teaches
one of six required courses to CFP candidates around the country. In addition, he is an alumni advisor for Kappa
Alpha Order at FSU and one of the original members of the FSU Foundation Planned Giving Council.
He is a Deacon at Faith Presbyterian Church, and assists various local charities. He and his wife Page, have a
daughter who attends FSU and a son at University of West Florida in Pensacola. In his spare time, Bruce enjoys
fitness training, offshore fishing.
president. For the past six years, he has been an adjunct instructor at Florida State University where he teaches
one of six required courses to CFP candidates around the country. In addition, he is an alumni advisor for Kappa
Alpha Order at FSU and one of the original members of the FSU Foundation Planned Giving Council.
He is a Deacon at Faith Presbyterian Church, and assists various local charities. He and his wife Page, have a
daughter who attends FSU and a son at University of West Florida in Pensacola. In his spare time, Bruce enjoys
fitness training, offshore fishing.
We take pride in our:
- objective advice
- reasonable fees
- friendly
atmosphere
| There is no charge for your initial consultation |
| Bruce Hagan |
| Certified Financial Planner Practitioner |
For a more complete list of what we offer, visit our Client Services page.
