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.
Greyfox 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|
|California Lutheran University||Thousand Oaks, CA||May 2006 - Oct 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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