Ryan Hafen (CRD# 7371926) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in American Fork, UT and has over 2 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | American Fork, UT | Apr 2021 - Current | 3 |
Smiths Food And Drug | Las Vegas, NV | Feb 2021 - Apr 2021 | < 1 |
Brigham Young University - Idaho | Rexburg, ID | Jan 2020 - Apr 2021 | 1 |
Smiths Food And Drug | Las Vegas, NV | May 2020 - Jul 2020 | < 1 |
Bell Photographers | Las Vegas, NV | Aug 2017 - Dec 2019 | 2 |
College Of Southern Nevada | Las Vegas, NV | Aug 2017 - Dec 2019 | 2 |
Advance Spine And Posture | Las Vegas, NV | Oct 2018 - Mar 2019 | < 1 |
Church Of Jesus Christ Of Latter Day Saints | Dallas, TX | Jul 2015 - Jul 2017 | 2 |
Rancho High School | Las Vegas, NV | Jan 2011 - Jun 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2022 |
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- TX
- UT
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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