Christine Hagen
Christine Hagen is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Irvine, CA, with 41 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
6 Venture, Suite 390, Irvine, CA, 92618
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Regulatory History (1)
Regulatory
January 1988Other 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
LPL Financial LLCBroker
Previous Registrations
Ak Financial Group
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Royal Alliance Associates, INC.Broker
Titan/value Equities Group, INC.Broker
Private Ledger Financial Services, IncorporatedBroker
State Registrations12 states
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.