Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Hogan has been a registered representative in the financial services industry since 1998. Edward is currently registered with LPL Financial LLC and has been since December 2012. Edward specializes in providing financial planning, portfolio management, and investment advice for individuals, businesses, and other entities, including charitable organizations and pension plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
12/19/2012 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
08/03/2010 - 12/19/2012
U.S. BANCORP INVESTMENTS, INC. (SAN DIEGO CA)
CA
04/02/2009 - 08/03/2010
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
09/14/2007 - 04/15/2009
CITIGROUP GLOBAL MARKETS INC. (POWAY CA)
CA
02/06/2004 - 09/18/2007
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
CA
02/14/2000 - 02/27/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
05/12/1999 - 09/30/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/24/1998 - 05/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/08/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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