Austin HagamanCRD Number: 5961221
Current Firm: Pwm Advisory Group, LLC
Austin Hagaman (CRD# 5961221) is an Investment Advisor Representative working at Pwm Advisory Group, LLC in Red Bank, NJ and has over 4 years of experience in the finance industry. Austin Hagaman 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.
Fxp Advisory Services
Jersey Shore Portfolio Management, LLC
Oceanic Capital Management LLC
|Pwm Advisory Group, LLC||Red Bank, NJ||Jun 2011 - Current||5|
|Pinnacle Associates Ltd.||Red Bank, NJ||Jun 2011 - Jan 2013||1|
|Providence College||Providence, RI||Jan 2009 - Apr 2011||2|
|Withum Smith & Brown||Red Bank, NJ||May 2010 - Aug 2010||< 1|
|Pinnacle Associates Ltd.||New York, NY||May 2009 - Aug 2009||< 1|
|Sacred Heart University||Fairfield, CT||Sep 2007 - Jan 2009||1|
|Pinnacle Associates Ltd.||New York, NY||May 2008 - Aug 2008||< 1|
|School||Red Bank, NJ||Jun 2001 - Sep 2007||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2013|
Total Assets Under Management255MILLIONS
Total Number of Accounts251ACCOUNTS
Average Account Value$1,017,689
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NH, NJ, NY, PA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.