Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Hogan is a financial advisor at The Colony Group, LLC, a firm with a presence in Atlanta, GA. Meghan has been in the industry since 2019 and holds the Series 66, Series 7TO and SIE licenses. Meghan also earned the designation of Certified Financial Planner. The Colony Group, LLC is a firm with over 590 investment advisor representatives and manages more than $50 billion in assets. Meghan has experience working with a variety of clients including high net worth individuals, charitable organizations, and corporations.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
GA
08/05/2024 - Present
THE Colony Group, LLC (Atlanta GA)
LA
07/01/2020 - 07/07/2022
CETERA ADVISOR NETWORKS LLC (BATON ROUGE LA)
NC
07/25/2019 - 06/16/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 08/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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