Neil HackmanCRD Number: 1104206
Current Firm: Oak Financial Group Inc.
Neil Hackman (CRD# 1104206) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 32 years of experience in the finance industry.
Altium Wealth Management LLC
American Portfolios Advisors, Inc.
Karagosian Financial Services, Inc.
|Oak Financial Group Inc/neil Hackman Ria||Stamford, CT||Mar 1992 - Current||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Oct 1993|
Total Assets Under Management222MILLIONS
Total Number of Accounts717ACCOUNTS
Average Account Value$309,483
- A percentage of assets under your management
- Fixed fees (other than subscription 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT