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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Merlin? Claim Your ProfileMerlin Moody Hagan is an investment advisor representative with Prime Capital Financial. Merlin has been in the financial services industry since 1985. Merlin has experience providing advisory services in retirement planning, portfolio management for individuals and businesses, and investment management for pooled investment vehicles. Merlin previously worked with Cambridge Investment Research, Inc., Private Client Services, LLC, and TRANSAMERICA FINANCIAL ADVISORS, INC. Merlin holds a Series 6, 7, 24, and 63 licenses.
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
AR
08/11/2017 - Present
Prime Capital Financial (Little Rock AR)
AR
04/25/2018 - 12/01/2021
PRIVATE CLIENT SERVICES, LLC (Little Rock AR)
AR
12/02/2011 - 05/02/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (LITTLE ROCK AR)
AR
10/16/1998 - 12/12/2011
TRANSAMERICA FINANCIAL ADVISORS, INC (LITTLE ROCK AR)
AR
03/14/2002 - 04/14/2010
VALIC FINANCIAL ADVISORS, INC. (LITTLE ROCK AR)
TX
12/18/1997 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
CA
08/04/1995 - 10/23/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
TX
01/03/1992 - 10/15/1998
BROKERS TRANSACTION SERVICES, INC. (DALLAS TX)
CT
12/09/1994 - 08/22/1995
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
TX
02/06/1991 - 12/31/1991
REED SECURITIES COMPANY, INC. (MARBLE FALLS TX)
NA
05/10/1989 - 12/31/1990
T.L. REED SECURITIES, INC.
NA
03/22/1988 - 02/08/1989
SOURCE SECURITIES, INC.
NA
04/04/1985 - 05/23/1988
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
12/22/1987 - 03/08/1988
SECURITIES NETWORK, INC.
BC
Issued 12/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/30/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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