![Timothy Hogan, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
Timothy Hogan (CRD# 1624181) is an Investment Advisor Representative working at Lpl Financial LLC in Honolulu, HI and has over 9 years of experience in the finance industry.
![Nicholas Abbott, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 4818301
Mission Financial Group, LLC
![Chad Adams, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 3199222
Ameriprise Financial Services, LLC
![Steve Adams, financial advisor Honolulu HI](/img/ws/profile-blank-sq.png)
CRD# 1916417
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial, LLC | Honolulu, HI | May 2021 - Current | 3 |
Hogan Consulting Group, LLC | Honolulu, HI | Jan 2020 - Current | 4 |
Hogan Financial Group, LLC | Honolulu, HI | Jul 2017 - Current | 7 |
Waddell & Reed, Inc. | Honolulu, HI | May 2020 - May 2021 | 1 |
Various Insurance Carriers For W&r Insurance Agencies | Honolulu, HI | May 2020 - May 2021 | 1 |
Pensionmark Securities, LLC | Honolulu, HI | Sep 2017 - May 2020 | 2 |
Pensionmark Securities, LLC | Honolulu, HI | Sep 2017 - May 2020 | 2 |
Pensionmark Financial Group | Santa Barbara, CA | May 2015 - May 2020 | 5 |
Pensionmark Financial Mark | Santa Barbara, CA | May 2015 - May 2020 | 5 |
Capfinancial Securities, LLC | Raleigh, NC | Oct 2015 - Sep 2017 | 1 |
Capfinancial Securities | Raleigh, NC | Oct 2015 - Sep 2017 | 1 |
Independent Financial Partners | Honolulu, HI | Oct 2014 - Jun 2015 | < 1 |
Lpl Financial, LLC | Honolulu, HI | Jun 2014 - May 2015 | < 1 |
Lpl Financial, LLC | Honolulu, HI | Jun 2014 - May 2015 | < 1 |
Hawaii Western Management Group | Honolulu, HI | Sep 2013 - Apr 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2014 |
S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- HI
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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