Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heath? Claim Your ProfileHeath Hagan is an Investment Advisor Representative associated with Prime Capital Financial. Heath is registered to provide investment advisory services in Arkansas. Heath has been in the industry since June 2021 and has experience in the education sector. The firm has 198 Investment Advisor Representatives and 138 licensed agents. The firm provides financial planning, consulting, pension consulting, and educational seminars, among other services. The firm manages over 24 billion dollars in assets for over 30,000 clients. Heath is also a business owner and has a previous relationship with The Baptist Preparatory School and Vilonia School District.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
10/12/2021 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 10/12/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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