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David Patrick Hagen

Capital Synergy Partners

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About David Patrick Hagen

David Hagen is a financial advisor with Capital Synergy Partners, based in COSTA MESA, CA. David has been in the industry since 1986 and has a strong background in investment company products, direct participation programs, and securities. David is licensed in California. David holds the Series 6, 22, and 63 licenses. David has worked for several firms throughout his career including Financial West Group and Mutual Service Corporation.

Firm Information

David Hagen is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

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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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

Csp receives third party referral, selection & monitoring fees

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David Hagen’s Registration & Firm History

CA

01/12/2012 - Present

Capital Synergy Partners (COSTA MESA CA)

NV

10/22/2001 - 12/31/2011

FINANCIAL WEST GROUP (RENO NV)

MA

02/05/1993 - 09/11/2001

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

01/02/1992 - 12/31/1992

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

04/02/1986 - 12/31/1991

MUTUAL SERVICE CORPORATION (BOSTON MA)

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Licenses & Designations

BC

Issued 07/19/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/01/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Patrick Hagen.
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