Stephanie Hagan is a registered investment advisor, based in Barrington, IL, with 13 years of industry experience.
Location
222 South Cook Street, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephanie is a minority shareholder and investment advisor at Carter Financial Group, dedicating full-time hours to client-facing activities and investment planning. She is also a licensed insurance agent and a licensed administrative assistant with Mutual Securities, Inc., dedicating a few hours per week to insurance activities.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mutual Securities, INC.
Carter Financial Group, INC.
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.