Benjamin Hagy is a registered investment advisor, based in Ephrata, PA, with 4 years of industry experience.
Location
860 N Reading Road, Ephrata, PA, 17522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Benjamin provides administrative support for Pathway Financial Group, dedicating nearly full-time hours to tasks such as client meeting attendance and report creation. He also works as an insurance agent for Hagy Financial Services, spending about 10-20% of his time meeting with clients and providing financial products and services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
State Registrations8 states
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