Terence HagedornCRD Number: 4505141
Current Firm: Next Financial Group, Inc.
Terence Hagedorn (CRD# 4505141) is an Investment Advisor Representative working at Next Financial Group, Inc. in Independence, OH and has over 2 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Next Financial Group, Inc.||Houston, TX||May 2011 - Current||6|
|Integrity Financial Services||Chesterland, OH||Oct 2001 - Current||15|
|Spc||Ann Arbor, MI||Jan 2003 - May 2011||8|
|Sammons Securities Company||Ann Arbor, MI||Feb 2002 - May 2011||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2015|
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV