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Brian Alan Hagen

D.h. Hill Advisors, Inc.

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About Brian Alan Hagen

Brian Alan Hagen is a registered investment advisor representative with D.h. Hill Advisors, Inc. Brian has been in the financial services industry since 2007. Brian has worked for several firms prior to joining D.h. Hill Advisors, Inc. including ProEquities, Inc., D.H. Hill Securities, LLLP, Securities America, Inc., OneAmerica Securities, Inc., and Stancorp Equities, Inc. Brian is licensed to provide advisory services in Texas, Florida, Louisiana, and Virginia. Brian has a Series 7 and Series 66 license. Brian is also registered to provide investment advice in these states.

Firm Information

Brian Hagen is currently registered with D.h. Hill Advisors, Inc.. D.h. Hill Advisors, Inc. is a Registered Investment Advisor based in KINGWOOD, TX. They manage approximately $173,468,102 in assets for 837 clients and offer a wide range of advisory services including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They specialize in serving high-net-worth individuals, other individuals, and 401(k) clients.
D.h. Hill Advisors, Inc.

1543 GREEN OAK PLACE

KINGWOOD, TX 77339

$173.47M

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Percentage of assets from third party investment advisers

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Brian Hagen’s Registration & Firm History

TX

10/31/2016 - Present

D.h. Hill Advisors, Inc. (Montgomery TX)

TX

05/06/2014 - 08/30/2016

PROEQUITIES, INC. (THE WOODLANDS TX)

TX

06/08/2012 - 05/16/2014

D.H. HILL SECURITIES, LLLP (KINGWOOD TX)

TX

05/18/2010 - 07/29/2010

SECURITIES AMERICA, INC. (HOUSTON TX)

IN

12/19/2007 - 04/22/2010

ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)

TX

10/09/2006 - 10/31/2007

STANCORP EQUITIES, INC. (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 08/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brian Alan Hagen. Review regulatory record here.
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