Unclaimed
Hayden Tucker Lusk is an Investment Advisor Representative with Sagespring Wealth Partners, based in Frisco, Texas. Hayden has been in the industry since August 2022, after working in various roles in the technology sector. Hayden holds the Series 7TO, SIE and Series 66 licenses. Hayden provides financial planning and portfolio management services for individuals, and has a specialty in retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
TX
12/07/2022 - Present
Sagespring Wealth Partners (Frisco TX)
BOTH
Issued 09/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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