Patrick HoganCRD Number: 248081
Current Firm: Saxony Capital Management, LLC
Patrick Hogan (CRD# 248081) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Hamilton, OH and has over 25 years of experience in the finance industry.
Prudential Financial Planning Services
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Saxony Securities Inc.||St Louis, MO||Mar 2009 - Current||13|
|Patrick Financial Corporation||Hamilton, OH||May 1985 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1996|
|S66||NASAA Uniform Combined State Law Examination||Sep 2003|
Total Assets Under Management370MILLIONS
Total Number of Accounts845ACCOUNTS
Average Account Value$437,669
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, IL, KY, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TX, WY
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