James
Hager
Osaic Wealth, Inc
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About this Advisor
James Hager is a financial advisor based in Apex, North Carolina, working with Osaic Wealth, Inc. James has previously held positions at Osaic Wealth, Inc, Securities America Advisors, Woodbury Financial Services, Inc, and Securities America Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, North Carolina, and Texas. Currently, James is part of Osaic Wealth, Inc, which operates out of Apex, North Carolina. The firm has 1,670 offices and 6,838 employees. The firm manages assets totaling $94.6 billion and 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Wealth, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Wealth, Inc Brokerage Details
$94,557,613,744
6,838
437,201
$216,280
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Hager Work History
Osaic Wealth, Inc
Securities America Advisors
Securities America Inc
Woodbury Financial Services, Inc
Disclosures
Please visit the SEC profile of James Hager 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 Osaic Wealth, Inc
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