Ann Fagan, financial advisor Davis CA
96 score

Ann Fagan

CRD Number: 1064024
Current Firm: Cozad Asset Management Inc.

Ann Fagan (CRD# 1064024) is an Investment Advisor Representative working at Cozad Asset Management Inc. in Davis, CA and has over 26 years of experience in the finance industry. Ann Fagan 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.

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Professional Designations
Company Name Location Dates Years
Cozad Asset Management Champaign, IL Aug 2009 - Current 7
M Holdings Securities, Inc. Portland, OR Aug 2009 - Current 7
Fagan Financial Planners Davis, CA Sep 1982 - Current 34
Fsc Securities Corporation Davis, CA Dec 1990 - Aug 2009 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
Contact Info for Ann B. Fagan
Phone Number: 217-356-8363
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,073
    MILLIONS
  • Total Number of Accounts
    2,098
    ACCOUNTS
  • Average Account Value
    $511,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, IL, IN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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