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CFP

Christine Hagen

Private Advisor Group, LLC
42 Years of Experience
Irvine, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Christine Hagen is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Irvine, CA, with 42 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6 Venture, Suite 390, Irvine, CA, 92618

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
January 1988
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christine prepares income tax returns and provides tax consultations, dedicating about 10-20% of her time. She also sells non-variable insurance products like life, disability, long-term care, and fixed annuities, which takes about 20% of her time, and is an IAR with Private Advisor Group, spending about half her time on that. Christine is also a painter, spending about 10-20% of her time on this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
August 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Ak Financial Group
July 2015 - December 2022 · 7 yrs 5 mos
LPL Financial LLC
September 2009 - April 2016 · 6 yrs 7 mos
Mutual Service Corporation
August 2003 - September 2009 · 6 yrs 1 mo
Mutual Service CorporationBroker
July 2003 - September 2009 · 6 yrs 2 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 1999 - August 2003 · 4 yrs
National Planning CorporationBroker
July 1999 - August 2003 · 4 yrs 1 mo
Royal Alliance Associates, INC.Broker
August 1994 - June 1999 · 4 yrs 10 mos
Titan/value Equities Group, INC.Broker
April 1984 - August 1994 · 10 yrs 4 mos
Private Ledger Financial Services, IncorporatedBroker
September 1983 - October 1983 · 1 mo
State Registrations12 states
AZCACOFLHINVPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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