Alec Hoag (CRD# 6847719) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in El Segundo, CA and has over 5 years of experience in the finance industry.
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 6164184
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2170883
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Advisors | Manhattan Beach, CA | Dec 2017 - Current | 6 |
| Keenan Financial | Boston, MA | Sep 2017 - Dec 2017 | < 1 |
| Boston University | Boston, MA | Sep 2013 - Sep 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- CA
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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