Patrick Hogan, financial advisor Lakewood CO
93 score

Patrick Hogan

CRD Number: 5880933
Current Firm: Valic Financial Advisors, Inc.

Patrick Hogan (CRD# 5880933) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lakewood, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Financial Advisors, Inc. Lakewood, CO Dec 2011 - Current 5
St Vrain Valley Longmont, CO Oct 2010 - Current 6
St. Vrain Valley Schools Longmont, CO Oct 2010 - Current 6
Waddell & Reed, Inc. Boulder, CO Jul 2011 - Dec 2011 < 1
Various Insurance Carriers For W&r Insurance Agencies Boulder, CO Jul 2011 - Dec 2011 < 1
Axa Advisors, LLC New York, NY Mar 2011 - Jul 2011 < 1
Axa Advisors, LLC Boulder, CO Mar 2011 - Jul 2011 < 1
Student Conservation Association Charleston, NH May 2010 - Oct 2010 < 1
Student Conserv. Association Charlestown, NH May 2010 - Oct 2010 < 1
Literacy Council Mc Rockville, MD Jan 2010 - May 2010 < 1
Literacy Council Mont. County Rockville, MD Jan 2010 - May 2010 < 1
Kamehameha Schools Hilo, HI Jan 2009 - Jan 2010 1
Kamehameha Schools Hilo, HI Jan 2009 - Jan 2010 1
Unemployed Denver, CO Jan 2008 - Jan 2009 1
Unemployed Hilo, HI Jan 2008 - Jan 2009 1
St Vrain Schools Longmont, CO Mar 2004 - Jan 2008 3
St. Vrain Valley Public School Longmont, CO Mar 2004 - Jan 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2011
Contact Info for Patrick B. Hogan
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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