Michelle HagerCRD Number: 5415021
Current Firm: Advantage Investment Management, LLC
Michelle Hager (CRD# 5415021) is an Investment Advisor Representative working at Advantage Investment Management, LLC in West Palm Beach, FL and has over 8 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|Advantage Investment Management, LLC||West Palm Beach, FL||Oct 2015 - Current||2|
|Lpl Financial, LLC||West Palm Beach, FL||Sep 2015 - Current||2|
|Soflo World Wide||Greenacres, FL||Feb 2014 - Current||3|
|Next Finanical Group Inc.||Tequesta, FL||Jun 2014 - Sep 2015||1|
|Next Finanical Group Inc.||Tequesta, FL||Mar 2014 - Jun 2014||< 1|
|Alr Premier Management||Wst Pal Beach, FL||Oct 2013 - Jan 2014||< 1|
|Unemployed||Greenacres, FL||Oct 2012 - Oct 2013||1|
|Wells Fargo Advisors||Boca Raton, FL||Nov 2011 - Oct 2012||< 1|
|Pfs Investments Inc.||Greenacres, FL||Jun 2011 - Nov 2011||< 1|
|Primerica Financial Services||Greenacres, FL||Jan 2011 - Nov 2011||< 1|
|Wachovia Bank||Boca Raton, FL||Nov 2010 - Feb 2011||< 1|
|Wells Fargo Advisors||Boca Raton, FL||Aug 2007 - Nov 2010||3|
|Sandypines||Tequesta, FL||Jul 2006 - Aug 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management564MILLIONS
Total Number of Accounts3,956ACCOUNTS
Average Account Value$142,513
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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