Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Gerald Hagerty is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Kevin has been in the industry since April 19, 1997. Kevin is registered in 13 states: Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, North Carolina, Ohio, Texas, and West Virginia. Kevin is also registered with FINRA and the state of Ohio as an investment advisor representative. Kevin offers financial planning, pension consulting, and portfolio management services to individuals and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
10/12/2023 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
10/30/2006 - 12/12/2012
METLIFE SECURITIES INC. (CINCINNATI OH)
OH
10/30/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CINCINNATI OH)
KY
04/20/2005 - 10/27/2006
NYLIFE SECURITIES INC. (WILDER KY)
TX
08/08/2001 - 04/05/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/08/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IN
06/20/2001 - 07/27/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/20/2001 - 07/27/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
08/27/1997 - 06/07/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
03/12/1997 - 06/07/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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