Christine HagenCRD Number: 1059139
Current Firm: Andrew C. Karlinski Financial & Insurance Services, Inc.
Christine Hagen (CRD# 1059139) is an Investment Advisor Representative working at Andrew C. Karlinski Financial & Insurance Services, Inc. in Irvine, CA and has over 25 years of experience in the finance industry. Christine Hagen 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.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Andrew C. Karlinski Financial & Insurance Services, Inc.||Irvine, CA||Jun 2015 - Current||1|
|Ak Financial Group||Irvine, CA||Jun 2015 - Current||1|
|Lpl Financial LLC||Irvine, CA||Sep 2009 - Current||7|
|Professional Financial Consultants Inc.||Irvine/fullerton/brea, CA||Jan 1984 - Jul 2010||26|
|Mutual Service Corporation||Irvine, CA||Jul 2003 - Sep 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1991|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management42MILLIONS
Total Number of Accounts108ACCOUNTS
Average Account Value$388,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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