Kristen HafnerCRD Number: 5466178
Current Firm: Cambridge Investment Research Advisors, Inc.
Kristen Hafner (CRD# 5466178) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Westlake Village, CA and has over 9 years of experience in the finance industry.
Fried Asset Management, Inc.
Felicitas Investors LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Jul 2009 - Current||8|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jul 2009 - Current||8|
|Financial Network||El Segundo, CA||Jan 2007 - May 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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)
- Market timing services
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY