Mark William Hagan

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1999 → Present
  Ubs Financial Services Inc.
  Addison, TX

Other Businesses

WILLIAM S FREBERG ESTATE: I AM A PERSONAL REPRESENTATIVE FOR THE ESTATE OF MY GRAND FATHER. SELF REGULATORY ORGANIZAION. 3HRS PER MONTH. COMPENSATION 5000 east texas communities foundation / 315 N Broadway suite 210, tyler texas 75702 tyler,texas United States 75702 / Foundation/ Charity / communities foundation that serves several counties in the east texas area / Member of Board of directors / / serve as voting member of the board regarding strategic planning and marketing. / Start Date 11/30/18/ Emily's Place (formerly Dallas Providence Homes, Inc.), Plano TX United States-75074, Charity, Non-Profit Faith Based Housing Ministry for Battered Women, Member of Board of directors, President, Chairman of the board, start date-12/3/2003.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-05
• S63 Uniform Securities Agent State Law Examination
  1993-12-07

Other Names

• Mark William Hagan