Ryan Hogg (CRD# 5307698) is an Investment Advisor Representative working at Levy Wealth Management Group in Philadelphia, PA and has over 16 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Philadelphia, PA | Jul 2020 - Current | 3 |
| Levy Wealth Management Group, LLC | Philadelphia, PA | Jun 2020 - Current | 3 |
| M Holdings Securities, Inc. | Plymouth Meeting, PA | Jul 2016 - Jun 2020 | 3 |
| Legacy Advisors, LLC | Plymouth Meeting, PA | May 2016 - Jun 2020 | 4 |
| J.p. Morgan Securities LLC | Philadelphia, PA | Jan 2007 - May 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- PA
-
Total Assets Under Management943MILLIONS
-
Total Number of Accounts1,175ACCOUNTS
-
Average Account Value$802,910
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, DE, FL, LA, MD, NJ, NY, PA, TX, VA
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