Cambridge Investment Research Advisors
31yrs
Top advisor by experience in Pflugerville
New
Hasan Iqbal
Financial advisor at Elitegate Wealth
Hasan Iqbal is a financial advisor in Pflugerville, Texas, registered since Nov 2025. Hasan joined Elitegate Wealth in 2025, a firm offering financial planning and investment management. Hasan holds the CFA designation.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
OfficePflugerville, TX
FirmElitegate Wealth
How the firm is paid ?Percent of assets, Flat fee
Advisors at the firm3
States licensed ?1 state
Services through Elitegate Wealth
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Nov 2025 – nowElitegate Wealth, LLCCurrent firm
Contact Hasan
(512) 457-9590Elitegate Wealth main office Pflugerville, TXOffice · Get directions LinkedIn pageElitegate WealthIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Hasan
Tailored to Hasan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Hasan
How do I contact Hasan?
Call Elitegate Wealth at (512) 457-9590 and ask for Hasan Iqbal. Hasan works from the Pflugerville, TX office.
How long has Hasan been a financial advisor?
Hasan is new to the profession, registered since Nov 2025, and holds 0 licenses.
What licenses does Hasan hold?
No exams are listed on the official record.
Is Hasan a fiduciary?
Hasan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Hasan paid?
Elitegate Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Hasan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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