Reece Bogan (CRD# 7638075) is an Investment Advisor Representative working at Hamilton Capital in Columbus, OH and has 1 year of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hamilton Capital, LLC | Columbus, OH | Jan 2022 - Current | 2 |
Jimmy John's | Niles, OH | Aug 2020 - Jan 2022 | 1 |
Amazon | North Jackson, OH | May 2020 - Aug 2020 | < 1 |
Walsh University | North Canton, OH | Jun 2017 - May 2020 | 2 |
High Point Christian Academy | High Point, NC | Aug 2014 - Jun 2017 | 2 |
Howland High School | Warren, OH | Aug 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- FL
- OH
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Total Assets Under Management4,220MILLIONS
-
Total Number of Accounts8,483ACCOUNTS
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Average Account Value$497,449
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI
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