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.  
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.
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.