Advisor at J. Hagan Capital, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lafayette, LA 70503
Credentials
Series 63, Series 65
Industry experience
4 years
Marion Doucet is a financial advisor at J. Hagan Capital, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Brock & Associates and Primerica Financial Services. Outside of his advisory role, he is involved in real estate investing through GDD Investments, LLC. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments with ongoing portfolio monitoring and discretionary trading when authorized.
Based on J. Hagan Capital, Inc.
Based on J. Hagan Capital, Inc.
Fixed fee financial planning engagements based on expected hours; specific amounts negotiated in advance.
Up to 1.50% annually (maximum fee); fees vary based on size, complexity, activity, and may be negotiable/waived.
Insurance products commissions from sales by licensed IARs, separate from advisory fees.
Financial planning services hourly rate of $350 per hour.
Account minimum: $500,000 Fee-only: Financial planning billed at $350 per hour or fixed fee per engagement; tax planning fees range from $20,000 to $70,000; estate planning tool fees up to $2,500 (investment clients) or $4,000 (estate planning only clients).
1011 Coolidge St
Lafayette, LA 70503
Louisiana · Texas
J. Hagan Capital Inc.
2021 - Present (5 years)
Tuff Shed
2019 - Present (7 years)
Brock & Associates
2017 - 2018 (1 year)
Marion Doucet
2013 - 2018 (5 years)
PFS InvestmentS Inc
2012 - 2019 (7 years)
Primerica Financial Services
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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