Merlin HaganCRD Number: 1353956
Current Firm: Lawing Financial Inc.
Merlin Hagan (CRD# 1353956) is an Investment Advisor Representative working at Lawing Financial Inc. in Overland Park, KS and has over 25 years of experience in the finance industry. Merlin Hagan 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.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Dec 2011 - Current||5|
|Lawing Financial, Inc.||Overland Park, KS||Dec 2011 - Current||5|
|Hnfs Properties||Little Rock, AR||Sep 2005 - Current||11|
|Valic Financial Advisors, Inc.||Little Rock, AR||Mar 2002 - Current||15|
|Hagan-newkirk Financial Services LLC||Little Rock, AR||Dec 1989 - Current||27|
|Transamerica Financial Advisors, Inc.||Little Rock, AR||Jun 1998 - Dec 2011||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1991|
Total Assets Under Management2,572MILLIONS
Total Number of Accounts2,075ACCOUNTS
Average Account Value$1,239,297
- 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 pooled investment vehicles (other than investment companies)
- 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
AR, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, OH, OK, TN, TX, VA, WI
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