Brian
Hagen

D.H. Hill Advisors, Inc

CRD#5189815
Investment Advisor
in Montgomery, TX

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About this Advisor

Brian Hagen is a financial advisor based in Montgomery, Texas, working with D.H. Hill Advisors, Inc. Brian has previously held positions at Proequities Inc, The Stevenson Group, and D.H. Hill Securities, Lllp. Brian has passed the Series 66 regulatory exam and is registered to provide services in Florida, Louisiana, Texas, and Virginia. Currently, Brian is part of D.H. Hill Advisors, Inc, which operates out of Montgomery, Texas. The firm has 16 offices and 21 employees. The firm manages assets totaling $173.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at D.H. Hill Advisors, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Montgomery, TX

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D.H. Hill Advisors, Inc Brokerage Details

Total Assets Under Management

$173,468,102

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

837

TX Average: 2,315
Average Account Size

$207,250

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Brian Hagen Work History

2016 - Present (8 years)

D.H. Hill Securities, Lllp

2010 - Present (14 years)

The Stevenson Group

2014 - 2016 (2 years)

Proequities Inc

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Disclosures

Please visit the SEC profile of Brian Hagen 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 D.H. Hill Advisors, Inc

Edward Larkin
Kingwood, TX
Kevin Lybrand
Tyler, TX
John Brickhouse
Richardson, TX
Taylor Hodges
Tyler, TX
Michael Hernandez
Kingwood, TX
Brian Hagen
Montgomery, TX
Philip Hamilton
Kingwood, TX
Noor Amirali
Kingwood, TX

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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