Phil
Hogan

Lpl Financial LLC

CRD#7131964
Investment Advisor
in Avon, IN

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About this Advisor

Phil Hogan is a financial advisor who works out of Avon, Indiana with a total of 1 year of industry experience. Hogan is an advisor for Lpl Financial LLC. The advisor has gained experience at Fifth Third Bank, Ccp, Tql, Anderson University, Fifth Third Securities, Lpl Financial and Teachers Credit Union. Hogan maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Lpl Financial LLC is a company based in Fort Mill, SC. The investment advisory business has offices in 9,898 locations and a total of 31,366 people on staff. It manages $368 billion in total assets among its 1,688,501 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 3,425 charities and foundations. Of its 1,688,501 customer accounts, 31% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management typically depend on which service is provided. However, fee types billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7607 E Us Hwy 36
Avon, IN 46123

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$368,018,536,946

IN Average: $646,059,043
Total Number of Employees

31,366

IN Average: 13
Total Number of Accounts

1,688,501

IN Average: 661
Average Account Size

$217,956

IN Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Phil Hogan Work History

Phil has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial

2022 - Present (2 years)

Teachers Credit Union

2019 - 2022 (3 years)

Fifth Third Securities

2017 - 2022 (5 years)

Fifth Third Bank

2016 - 2017 (1 year)

Ccp

2015 - 2016 (1 year)

Fifth Third Bank

2014 - 2015 (1 year)

Tql

2009 - 2014 (5 years)

Anderson University

*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 Phil Hogan 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Stephanie Quadros
Miami, FL
William Feudale
Hazleton, PA
Philip Matherly
Fort Mill, SC
Ann Bolton
Fort Mill, SC
John Neuenswander
Salt Lake City, UT
Robert Roar
Grayson, KY

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.

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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.

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