Marilyn Hogan
CRD Number: 1539587Current 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
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 |
- MI
- OH
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts265ACCOUNTS
-
Average Account Value$348,822
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, FL, IL, LA, MA, ME, MI, NC, NJ, NY, OH, OK, TN, TX, VT
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.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.