Stephen Hazel (CRD# 5581727) is an Investment Advisor Representative working at Magnificent Life Financial Planning in Tempe, AZ and has over 15 years of experience in the finance industry. Stephen Hazel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2794155
Aegis Wealth Partners, LLC
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Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hazel Financial, Plc Dba Magnificent Life Financial Planning | Tempe, AZ | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- AZ
-
Total Assets Under Management54MILLIONS
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Total Number of Accounts384ACCOUNTS
-
Average Account Value$141,408
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ
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