Elaine Hager (CRD# 7270028) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Apex, NC and has over 3 years of experience in the finance industry. Elaine Hager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America Advisors | Apex, NC | Aug 2023 - Current | < 1 |
Securities America, Inc. | Apex, NC | May 2023 - Current | 1 |
Jpmorgan Chase Bank Na | New York, NY | Sep 2021 - May 2023 | 1 |
Jpmorgan Securities LLC | New York, NY | Sep 2021 - May 2023 | 1 |
Jpmorgan Chase Bank Na | La Jolla, CA | Jun 2020 - Aug 2021 | 1 |
Jpmorgan Securities LLC | La Jolla, CA | Jun 2020 - Aug 2021 | 1 |
University Of North Carolina | Chapel Hill, NC | Aug 2016 - May 2020 | 3 |
Jpmorgan Chase Bank Na | Dallas, TX | May 2019 - Aug 2019 | < 1 |
Hilltop Wealth Advisors | Chapel Hill, NC | Oct 2017 - Apr 2019 | 1 |
Alphalife Care Services | Cary, NC | May 2017 - Aug 2017 | < 1 |
Hollister Co | Cary, NC | May 2016 - Sep 2016 | < 1 |
Unemployed | Cary, NC | Jun 2010 - Apr 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
S63 | Uniform Securities State Law Examination | Aug 2020 |
- NY
- NC
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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