Philip
Hogan

Ameritas Advisory Services, LLC

CRD#1158824
Investment Advisor
in Shreveport, LA

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About this Advisor

Philip Hogan is a chartered financial consultant who works out of Shreveport, Louisiana who has 2 years of relevant experience. Hogan is an employee of Ameritas Advisory Services, LLC. The advisor has gained experience at Ameritas Investment Corp, Ameritas Life Insurance Corp, Executive Financial Group, Philip Michael Hogan LLC and Ameritas Advisory Services, LLC. Hogan maintains a Series 63 license, qualifying them as a securities agent, and can advise clients in Louisiana. Ameritas Advisory Services, LLC is an advisory firm based out of Lincoln, NE. It has offices in 248 locations and a total of 592 financial advisors. It oversees $9 billion in assets among its 35,218 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 38 charitable organizations. Of its 35,218 accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. The business 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 and educational seminars. A financial advisor's fees typically are based on which service is offered. Fee types charged by Ameritas Advisory Services, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8848 Youree Drive
Shreveport, LA 71115

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$8,534,798,484

LA Average: $1,978,216,465
Total Number of Employees

592

LA Average: 226
Total Number of Accounts

35,218

LA Average: 7,467
Average Account Size

$242,342

LA Average: $264,928

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

Philip Hogan Work History

Philip has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ameritas Advisory Services, LLC

2017 - Present (7 years)

Philip Michael Hogan LLC

2006 - Present (18 years)

Ameritas Investment Corp

2006 - Present (18 years)

Ameritas Life Insurance Corp

2003 - Present (21 years)

Executive Financial Group

*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 Philip 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 Ameritas Advisory Services, LLC

Wendell Stallings
Charlotte, NC
Seth Edgil
Trussville, AL
Louay Elhadj
Placerville, CA
Daniel Billings
Greensboro, NC
Greggory Glass
Overland Park, KS
Amanda Ross
Appleton, WI
Patrick Kim
Los Angeles, CA
Craig Hausz
Dallas, TX

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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