Anne Hagio, financial advisor San Dimas CA
96 score

Anne Hagio

CRD Number: 1050372
Current Firm: Eagle Strategies LLC

Anne Hagio (CRD# 1050372) is an Investment Advisor Representative working at Eagle Strategies LLC in San Dimas, CA and has over 30 years of experience in the finance industry. Anne Hagio 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.

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Professional Designations
Company Name Location Dates Years
Eagle Strategies LLC Pomona, CA Mar 2011 - Current 5
Nylife Securities Inc. Pomona, CA Jun 1988 - Current 28
New York Life Ins. Company Pasadena, CA Mar 1988 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for Anne H. Hagio
Phone Number: (888) 695-3245
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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