James Hagel, financial advisor Holland MI
96 score

James Hagel

CRD Number: 1314606
Current Firm: Cetera Investment Advisers LLC

James Hagel (CRD# 1314606) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Holland, MI and has over 32 years of experience in the finance industry. James Hagel 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
Cetera Investment Advisers LLC Schaumburg, IL Aug 2000 - Current 16
Delong And Brower, P.c. Holland, MI Nov 1999 - Current 17
Cetera Financial Specialists LLC Schaumburg, IL Sep 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
Contact Info for James J. Hagel
Phone Number: 888-528-2987
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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

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