Peter Haglin, financial advisor Sequim WA

Peter Haglin

CRD Number: 2622536
Current Firm: Companion Portfolio Management

Peter Haglin (CRD# 2622536) is an Investment Advisor Representative working at Companion Portfolio Management in Sequim, WA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Companion Portfolio Management, Inc. Sequim, WA Dec 2010 - Current 9
Morgan Stanley Smith Barney Sequim, WA Jun 2009 - Dec 2010 1
Morgan Stanley & Company, Incorporated Sequim, WA Apr 2007 - Dec 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination Aug 1995
Contact Info for Peter E. Haglin
Phone Number: (360) 683-0707
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $281,055
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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

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