Garrett Hoge, financial advisor Canonsburg PA
96 score

Garrett Hoge

CRD Number: 1185035
Current Firm: H Financial Management

Garrett Hoge (CRD# 1185035) is an Investment Advisor Representative working at H Financial Management in Canonsburg, PA and has over 31 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.

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Professional Designations
Company Name Location Dates Years
Triad Advisors, Inc. Norcross, GA Jun 2009 - Current 7
General American Life Insurance Company St Louis, MO Oct 1998 - Current 18
Hoge Financial Services, Inc. Dba H Financial Cannonsburg, PA Feb 1994 - Current 22
Transamerica Pittsburgh, PA Jan 1989 - Current 27
Manufacturers Life Ins. Company Pittsburgh, PA Apr 1985 - Current 31
Multi-financial Securities Corporation Denver, CO Jan 2004 - Jun 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
S65 NASAA Investment Advisors Law Examination Jan 1990
Contact Info for Garrett S. Hoge
Phone Number: 724-745-9406
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    218
    MILLIONS
  • Total Number of Accounts
    1,031
    ACCOUNTS
  • Average Account Value
    $211,590
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, LA, NC, NH, OH, PA, TX, VA, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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