James Ogan, financial advisor Indianapolis IN
90 score

James Ogan

CRD Number: 6077534
Current Firm: Archer Investment Corporation

James Ogan (CRD# 6077534) is an Investment Advisor Representative working at Archer Investment Corporation in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Archer Investment Corporation Indianapolis, IN Jun 2012 - Current 4
Hamilton & Co, LLP Modesto, CA Jan 2012 - Current 4
Hilmar Chees Company Hilmar, CA Mar 2007 - Nov 2011 4
Doctors Med Center Modesto, CA Jul 2002 - Feb 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for James P. Ogan
Phone Number: 317-581-1776
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    175
    MILLIONS
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $145,833
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, FL, GA, IL, IN, MD, ME, MI, MO, NC, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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