Brian
Hagan

Eaton-Cambridge Inc

CRD#7664407
Investment Advisor
in Phoenix, AZ

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About this Advisor

Brian Hagan is a financial advisor based in Phoenix, Arizona, working with Eaton-Cambridge Inc. Brian has previously held positions at Arby's Restaurant Group, Best Buy, ADP, Redeem Wealth, Eaton-Cambridge Inc, and Johnson Wealth Management, LLC. Brian is registered to provide services in Arizona. Currently, Brian is part of Eaton-Cambridge Inc, which operates out of Phoenix, Arizona. The firm has 10 employees and manages assets totaling $319.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Eaton-Cambridge Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5090 N. 40Th Street Suite 205
Phoenix, AZ 85018

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Eaton-Cambridge Inc Brokerage Details

Total Assets Under Management

$319,886,737

AZ Average: $1,555,372,352
Total Number of Employees

10

AZ Average: 37
Total Number of Accounts

878

AZ Average: 1,370
Average Account Size

$364,336

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brian Hagan Work History

2023 - Present (2 years)

Eaton-Cambridge Inc

2023 - 2024 (1 year)

Johnson Wealth Management, LLC

2022 - 2023 (1 year)

Redeem Wealth

2021 - 2023 (2 years)

Redeem Wealth

2017 - 2021 (4 years)

Adp

2014 - 2017 (3 years)

Best Buy

2012 - 2014 (2 years)

Arby'S Restaurant Group

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian Hagan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Eaton-Cambridge Inc

Nathan Bergstrom
Phoenix, AZ
Brian Hagan
Phoenix, AZ
Marc Giannone
Phoenix, AZ
Robert Korljan
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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