James Hagen is a registered investment advisor at LPL Financial LLC, based in Vernon Hills, IL, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
300 N. Milwaukee Avenue, Vernon Hills, IL, 60061
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates his LPL business through BCU Wealth Advisors, LLC, and provides investment advisory services through the same firm, dedicating about half of his time to these activities. He also works as a licensed real estate agent and owns rental property, while also being a foster parent.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Bcu Wealth Advisors, LLC
Previous Registrations
Cuso Financial Services, L.P.Broker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
LPL Financial LLC
LPL Financial LLCBroker
State Registrations39 states
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