Stephanie Leigh Hagan
Investment adviser representative at Carter Financial Group, Inc.
12 yearsExperience
2 statesRegistered in
$382.2MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Carter Financial Group, Inc.Oct 2019 to now
- Mutual Securities, Inc.Oct 2019 to now
- Voya Financial AdvisorsSep 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (IL, TN).
Carter Financial Group, Inc.
$382.2MAssets managed
826Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2459538
- Firm CRD
- 301025