James
Ogan

Archer Investment Corporation

CRD#6077534
Investment Advisor
in Carmel, IN

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

11711 N. College Ave Suite 200
Carmel, IN 46032

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Archer Investment Corporation Brokerage Details

Total Assets Under Management

$602,923,205

IN Average: $1,347,246,178
Total Number of Employees

87

IN Average: 46
Total Number of Accounts

3,815

IN Average: 1,775
Average Account Size

$158,040

IN Average: $759,012

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.*

2012 - Present (12 years)

Hamilton & Co, Llp

2012 - Present (12 years)

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

Sanjay Asija
Barrington, IL
Barbara Hollis
Carmel, IN
James Ogan
Carmel, IN
Mason Heyde
Carmel, IN
Jonathan Loc
Rosemead, CA
Gabriel Cena
Woodland Hills, CA
Raj Goenka
Bethesda, MD
Michael Tannenbaum
Altamonte Springs, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started