Patrick Hogan (CRD# 5880933) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Lakewood, CO and has over 6 years of experience in the finance industry.
CRD# 5508035
Primerica Advisors
Score
101
CRD# 2810252
Ewealth Consulting, LLC
Score
104
CRD# 3068955
Anthony Capital, LLC
Score
103
| 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 |
- CO
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Total Assets Under Management22,665MILLIONS
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Total Number of Accounts866,312ACCOUNTS
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Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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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