Merry Lyn Bagwell

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Raymond James And Associates
  Fort Worth, TX

Previous Registrations

• 2008-01-01 → 2015-08-03
  Wells Fargo Clearing Services, Llc
  Bedford, TX
  Arlington, TX
• 2002-11-15 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Bedford, TX
  St. Louis, MO
  Bedford, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-12-02

Other Names

• Merry Lyn Hirt
• Merry Bagwell