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Stephanie Leigh Hagan

CARTER FINANCIAL GROUP, INC.·BARRINGTON, Illinois
Clean recordCARTER FINANCIAL GROUP, INC.
200 N. NORTHWEST HIGHWAY, BARRINGTON, IL 60010CRD# 2459538Firm CRD# 301025

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephanie Leigh Hagan · BARRINGTON, IL
Registration
CRD #2459538 · CARTER FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephanie Leigh Hagan is a registered financial advisor based in BARRINGTON, Illinois, affiliated with CARTER FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CARTER FINANCIAL GROUP, INC.
CARTER FINANCIAL GROUP, INC.
AUM
$291M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CARTER FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2459538
Firm CRD# 301025
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephanie Leigh Hagan offer?
Stephanie Leigh Hagan specializes in Financial Planning, Investment Management. Contact their office in BARRINGTON, Illinois for a consultation.
What are Stephanie Leigh Hagan's credentials?
Stephanie Leigh Hagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Leigh Hagan located?
Stephanie Leigh Hagan is based in BARRINGTON, Illinois, working with CARTER FINANCIAL GROUP, INC.. Their office serves clients in the BARRINGTON metropolitan area and surrounding communities.
How does Stephanie Leigh Hagan charge for services?
Stephanie Leigh Hagan's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARTER FINANCIAL GROUP, INC.?
CARTER FINANCIAL GROUP, INC. has approximately 9 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CARTER FINANCIAL GROUP, INC.

Jennifer Ann Karch
BARRINGTON, IL
Kevin Kenneth Carter
BARRINGTON, IL

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