Unclaimed
Sara Hogan is a registered representative with Valic Financial Advisors, Inc. in Houston, Texas. Sara has been in the industry since 2000 and is licensed to offer securities and investment advisory services in Indiana. Sara specializes in Financial Planning, Portfolio Management for Individuals and Portfolio Management for Businesses and has been recognized for expertise in working with high-net-worth clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
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2
TX
02/10/2023 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
IN
09/20/2000 - 07/06/2004
CONSECO EQUITY SALES, INC. (CARMEL IN)
BC
Issued 03/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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