Gerald Hagman JrCRD Number: 1797735
Current Firm: Invest Financial Corporation
Gerald Hagman Jr (CRD# 1797735) is an Investment Advisor Representative working at Invest Financial Corporation in Rice Lake, WI and has over 5 years of experience in the finance industry.
Lpl Financial LLC
Ameriprise Financial Services, Inc.
Lpl Financial LLC
|Invest Financial Corporation||Tampa, FL||Mar 2014 - Current||3|
|Unemployed||Sarona, WI||Jul 2013 - Mar 2014||< 1|
|Various Insurance Carriers For W&r Insurance Agencies||Sarona, WI||Nov 2012 - Jul 2013||< 1|
|Waddell & Reed, Inc.||Rice Lake, WI||Nov 2012 - Jul 2013||< 1|
|Avatar Securities, LLC||New York, NY||Aug 2011 - Nov 2012||1|
|Advanced Equities Inc.||Chicago, IL||Mar 2011 - Aug 2011||< 1|
|Self Employed||Libertyville, IL||May 2002 - Mar 2011||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2011|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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