Mark Hagerson, financial advisor Safety Harbor FL
93 score

Mark Hagerson

CRD Number: 3046041
Current Firm: Jeffrey Matthews Wealth Management, LLC

Mark Hagerson (CRD# 3046041) is an Investment Advisor Representative working at Jeffrey Matthews Wealth Management, LLC in Safety Harbor, FL and has over 8 years of experience in the finance industry.

Similar Advisors
Matthew Bacchiochi, financial advisor Safety Harbor FL
Matthew T. Bacchiochi
CRD# 6038980
Gavin Management Group, Inc.
Score
103
Similar Advisors
Kimberly Overman, financial advisor Safety Harbor FL
Kimberly D. Overman
CRD# 1360183
The Financial Well, Inc.
Score
103
Similar Advisors
Derek Pilecki, financial advisor Safety Harbor FL
Derek S. Pilecki
CRD# 2254221
Gator Capital Management, LLC
Score
103
Company Name Location Dates Years
The Jeffrey Matthews Financial Group LLC Florham Park, NJ Feb 2015 - Current 1
Raymond James & Associates, Inc. St. Petersburg, FL Jul 2013 - Mar 2015 1
Sears Holding Corporation Clearwater, FL Sep 2013 - Dec 2013 < 1
Salvus Financial, LLC Fort Wayne, IN Aug 2011 - Jul 2013 1
Paul-ellis Investment Associates Jeffersonville, PA Mar 2011 - Aug 2011 < 1
International Financial Services Group, LLC Tampa, FL Jun 2008 - Aug 2011 3
Pointe Atlantic, Inc. Tampa, FL Oct 2009 - Jul 2011 1
Fortress Family Office Group Tampa, FL Jun 2008 - Mar 2011 2
Fortress Global Wealth Management Tampa, FL Jul 2009 - Dec 2010 1
Fortress Asset Management, LLC Tampa, FL Aug 2009 - May 2010 < 1
Offshore Trust Services Tampa, FL Nov 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Jul 2008
Contact Info for Mark E. Hagerson
Phone Number: 888-467-3636
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $543,349
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, DC, FL, GA, NC, NJ, NY, SC, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Mark Hagerson and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.