Merlin Hagan, financial advisor Little Rock AR
96 score

Merlin Hagan

CRD Number: 1353956
Current Firm: Prime Capital Investment Advisors, LLC

Merlin Hagan (CRD# 1353956) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Little Rock, AR and has over 26 years of experience in the finance industry. Merlin Hagan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Prime Capital Investment Advisors, LLC Overland Park, KS Jul 2017 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Dec 2011 - Current 6
Hnfs Properties Little Rock, AR Sep 2005 - Current 12
Valic Financial Advisors, Inc. Little Rock, AR Mar 2002 - Current 16
Hagan-newkirk Financial Services LLC Little Rock, AR Dec 1989 - Current 28
Lawing Financial, Inc. Overland Park, KS Dec 2011 - Oct 2017 5
Transamerica Financial Advisors, Inc. Little Rock, AR Jun 1998 - Dec 2011 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
Contact Info for Merlin M. Hagan
Phone Number: (800) 493-6226
Registered State(s):
  • AR
  • TX
By the Numbers
  • Total Assets Under Management
    3,336
    MILLIONS
  • Total Number of Accounts
    2,486
    ACCOUNTS
  • Average Account Value
    $1,341,882
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, NM, OH, OK, TN, TX, VA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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