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Donald Lewis Hagan

DAY Hagan Asset Management

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About Donald Lewis Hagan

Donald Lewis Hagan is an investment advisor representative with Day Hagan Asset Management in Sarasota, Florida. Donald has been in the industry since 1996. Donald is registered with the state of Florida and Texas. Donald is also a Chartered Financial Analyst (CFA).

Firm Information

Donald Hagan is currently registered with DAY Hagan Asset Management. DAY Hagan Asset Management is an investment advisor based in Sarasota, FL. The firm manages approximately $842,839,288 in assets for clients, including high-net-worth individuals, individuals other than high-net-worth, and investment companies. The firm offers financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and investment companies.
DAY Hagan Asset Management

1000 S. TAMIAMI TRAIL

SARASOTA, FL 34236

$842.84M

Assets Under Management

53

Total Clients

5

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Third party advisory fees

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Donald Hagan’s Registration & Firm History

FL

10/08/2012 - Present

DAY Hagan Asset Management (SARASOTA FL)

FL

01/06/2006 - 06/16/2009

HARBOR FINANCIAL SERVICES, LLC (SARASOTA FL)

FL

08/25/2004 - 01/06/2006

NATIONAL PLANNING CORPORATION (SARASOTA FL)

CA

04/30/2002 - 06/09/2004

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

IA

04/20/1998 - 04/30/2002

SECURITIES CORPORATION OF IOWA (CEDAR RAPIDS IA)

GA

07/15/1996 - 10/23/1996

DAVIS, MENDEL & REGENSTEIN, INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 06/30/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/27/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1997

Series 3 - National Commodity Futures Examination

BC

Issued 07/12/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Lewis Hagan.
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