James
Ogan
Archer Investment Corporation
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About this Advisor
James Ogan is a financial advisor working out of Carmel, Indiana, with 11 years of relevant experience. Ogan is currently employed by Archer Investment Corporation. Their career trajectory has included roles at Hamilton & Co, Llp and Archer Investment Corporation. Ogan holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in California. Archer Investment Corporation is a registered investment company that has its headquarters in Carmel, IN. The investment advisory business has offices in 84 locations and a total of 87 advisors. It has $603 million in assets across its 3,815 client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 3,815 accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. Archer Investment Corporation offers a wide set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules largely are based on which services the firm provides the client. Fees billed by Archer Investment Corporation typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Archer Investment Corporation Brokerage Details
$602,923,205
87
3,815
$158,040
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
James Ogan Work History
James has been registered as a financial advisor for 11 years.*
Hamilton & Co, Llp
Archer Investment Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Ogan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Archer Investment Corporation
Barrington, IL
Carmel, IN
Carmel, IN
Carmel, IN
Rosemead, CA
Woodland Hills, CA
Bethesda, MD
Altamonte Springs, FL
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