Julie HoganCRD Number: 6115215
Current Firm: Lpl Financial LLC
Julie Hogan (CRD# 6115215) is an Investment Advisor Representative working at Lpl Financial LLC in Bedford, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Lpl Financial LLC||Bedford, TX||Nov 2019 - Current||3|
|Fort Worth Community Credit Union||Bedford, TX||Aug 2012 - Current||10|
|Lpl Financial LLC||Bedford, TX||Sep 2012 - Nov 2019||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2020|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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