Marilyn Hogan, financial advisor Glenview IL

Marilyn Hogan

CRD Number: 1539587
Current Firm: Regal Advisory Services, Inc.
Compensation Model: Both

Marilyn Carter Hogan (CRD# 1539587) is an Investment Advisor Representative working at Regal Advisory Services, Inc. in the Greater Detroit Area and has over 30 years of experience in the finance industry.

CONTACT
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Company Name Location Dates Years
Regal Securities Glenview, IL Aug 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S65 NASAA Investment Advisors Law Examination Sep 2009
Contact Info for Marilyn C. Hogan
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $348,822
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, FL, IL, LA, MA, ME, MI, NC, NJ, NY, OH, OK, TN, TX, VT

Firm Disclaimer:

DBA Carter Capital Management, Marilyn Carter Hogan is a Registered Representative of and offers securities through Regal Securities, Inc., member FINRA/SIPC. Advisory Services offered through Regal Advisory Services, Inc. Carter Capital Management is not affiliated with Regal Securities, Inc. or Regal Advisory Services, Inc.

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Data verified by both the advisor and the public regulatory data.

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