Stephanie
Hagan
Carter Financial Group, Inc
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About this Advisor
Stephanie Hagan is a financial advisor based in Barrington, Illinois, working with Carter Financial Group, Inc. Stephanie has previously held positions at Ing Financial Partners, Inc, Voya Financial Advisors, Mutual Securities, Inc, and Carter Financial Group, Inc. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Tennessee. Currently, Stephanie is part of Carter Financial Group, Inc, which operates out of Barrington, Illinois. The firm has 1 office and 9 employees. The firm manages assets totaling $291.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Carter Financial Group, Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carter Financial Group, Inc Brokerage Details
$290,992,922
9
1,986
$146,522
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Stephanie Hagan Work History
Mutual Securities, Inc
Carter Financial Group, Inc
Mutual Securities, Inc
Voya Financial Advisors
Ing Financial Partners, Inc
Disclosures
Please visit the SEC profile of Stephanie 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 Carter Financial Group, Inc
Barrington, IL
Barrington, IL
Barrington, IL
Morris, IL
Barrington, IL
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.
