Gregory Hogan (CRD# 6606343) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Irvine, CA and has over 2 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Garden Grove, CA | Jan 2022 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith | Garden Grove, CA | Nov 2021 - Current | 2 |
| Unemployed | Newport Beach, CA | May 2021 - Oct 2021 | < 1 |
| Pepperdine University | Malibu, CA | Sep 2018 - Apr 2021 | 2 |
| Pacific Select Distributors, LLC | Newport Beach, CA | Nov 2017 - Dec 2019 | 2 |
| Pacific Life Insurance Company | Newport Beach, CA | Oct 2017 - Dec 2019 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Menlo Park, CA | Jan 2016 - Sep 2017 | 1 |
| Bank Of America, N.a. | Menlo Park, CA | Jan 2016 - Sep 2017 | 1 |
| Unemployed | Menlo Park, CA | Jun 2015 - Dec 2015 | < 1 |
| Loyola Marymount University Annual Giving | Los Angeles, CA | Sep 2012 - May 2015 | 2 |
| Loyola Marymount University | Los Angeles, CA | Aug 2011 - May 2015 | 3 |
| San Francisco Giants | San Francisco, CA | May 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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