Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Wells Hagner is a financial advisor with over 30 years of experience in the industry. Richard has been registered with the state of New York and Texas. He is currently employed by Corient in New York. Richard also previously worked for firms such as Citigroup Global Markets Inc., Lehman Brothers Inc., and Kidder, Peabody & Co. Incorporated. Richard has a Series 7 and Series 63 license, and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Richard's current firm, Corient, manages over $118 billion in assets, provides a wide range of financial advisory services, including financial planning, pension consulting, educational seminars, and market timing services.
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.
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.
% of assets under advisement
1
2
NY
01/27/2023 - Present
Corient (New York NY)
NY
07/31/1993 - 11/15/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/04/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/18/1984 - 08/10/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 07/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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