Valerie Hogan (CRD# 7888917) is an Investment Advisor Representative working at Clearwater Capital Partners in Hoffman Estates, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| National Christian Foundation | Alpharetta, GA | Apr 2019 - Current | 5 |
| Orchard Ministry Development | Barrington, IL | Jun 2015 - Current | 8 |
| Self Employed | Itasca, IL | Nov 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- IL
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Total Assets Under Management1,232MILLIONS
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Total Number of Accounts2,482ACCOUNTS
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Average Account Value$496,421
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, DE, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, MO, NC, NE, NM, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WY
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