William HagebuschCRD Number: 3111874
Current Firm: Pensionmark Financial Group, LLC
William Hagebusch (CRD# 3111874) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Jersey Village, TX and has over 18 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Pensionmark Financial Group, LLC||Santa Barbara, CA||Jun 2015 - Current||1|
|Kainos Partners||Jersey Village, TX||Jan 2011 - Current||5|
|Lpl Financial, LLC||Jersey Village, TX||Sep 2014 - May 2015||< 1|
|Independent Financial Partners||Jersey Village, TX||Sep 2014 - May 2015||< 1|
|Financial Telesis Inc.||San Rafael, CA||Jan 2011 - Aug 2014||3|
|First Harbor Group, LLC||Houston, TX||Jul 1999 - Dec 2010||11|
|Securities America Advisors, Inc.||Houston, TX||Apr 1999 - Dec 2010||11|
|Securities America, Inc.||Houston, TX||Mar 1999 - Dec 2010||11|
|Mainstreet Insurance Group||Houston, TX||Jun 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
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:
- Financial Issue
Total Assets Under Management8,080MILLIONS
Total Number of Accounts2,545ACCOUNTS
Average Account Value$3,174,995
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, CT, FL, GA, HI, ID, IN, MD, ME, MN, MO, MT, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA
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