Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis R. Hackett is a financial advisor currently registered with LPL Financial LLC. Francis has been working in the financial services industry since June 27, 2013 and has held various positions at Lincoln Financial Advisors Corporation and Comprehensive Planning Associates, LTD. Francis is a registered representative with the Series 7, Series 63 and SIE licenses and an Investment Advisor Representative with the Series 65 license. Francis specializes in working with individuals, families, corporations, and charitable organizations. Francis is currently licensed in 13 states, including California, Connecticut, Delaware, Florida, Indiana, New Jersey, New York, Pennsylvania, South Carolina, Texas, and Virginia. In addition to being a financial advisor, Francis is also a tax expert and offers tax preparation services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/08/2024 - Present
LPL Financial LLC (Tenafly NJ)
NJ
06/16/2016 - 04/19/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (RED BANK NJ)
BC
Issued 06/29/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Francis Hackett is the right advisor for you? Invested Better is here to help.
