Jessica HaganCRD Number: 6145432
Current Firm: Bb&t Securities, LLC
Jessica Hagan (CRD# 6145432) is an Investment Advisor Representative working at Bb&t Securities, LLC in Greenville, NC and has over 4 years of experience in the finance industry.
Carolina Wealth Management, Inc.
On Investment Management Co
Geneos Wealth Management, Inc.
|Bb&t Securities||Greenville, NC||Dec 2012 - Current||5|
|Bb&t Bank||Greenville, NC||May 2009 - Dec 2012||3|
|Liberty Tax||Greenville, NC||Jan 2009 - May 2009||< 1|
|Artisans||Greenville, NC||May 2007 - May 2009||2|
|East Carolina Universdity||Greenville, NC||Aug 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
Total Assets Under Management18,055MILLIONS
Total Number of Accounts42,521ACCOUNTS
Average Account Value$424,604
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY