Garrett Hoge (CRD# 1185035) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 38 years of experience in the finance industry. Garrett Hoge 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# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Jun 2009 - Current | 14 |
| General American Life Insurance Company | St Louis, MO | Oct 1998 - Current | 25 |
| Hoge Financial Services, Inc. Dba H Financial | Cannonsburg, PA | Feb 1994 - Current | 30 |
| Transamerica | Pittsburgh, PA | Jan 1989 - Current | 35 |
| Manufacturers Life Ins. Company | Pittsburgh, PA | Apr 1985 - Current | 39 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1985 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1990 |
- PA
- TX
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Total Assets Under Management460MILLIONS
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Total Number of Accounts1,504ACCOUNTS
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Average Account Value$305,978
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, LA, NC, NH, NY, OH, PA, SC, TX, VA, WV
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