Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Holly? Claim Your ProfileHolly Diane Hagle is a financial advisor with LPL Financial LLC. Holly has been in the financial services industry since 1994 and has a strong track record of helping clients reach their financial goals. She specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Holly has a deep understanding of the financial markets and is committed to providing her clients with personalized advice and guidance. Holly holds a Series 7, Series 6, Series 63 and Series 65 licenses and is a Registered Representative of LPL Financial.
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
TX
10/31/2011 - Present
LPL Financial LLC (NEW BRAUNFELS TX)
TX
09/19/2006 - 11/01/2011
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TN
09/20/2004 - 11/08/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
IL
08/02/2000 - 09/02/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
05/18/2000 - 06/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/18/2000 - 06/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NC
07/14/1994 - 05/26/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 12/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Holly Hagle is the right advisor for you? Invested Better is here to help.
