Adam
Hogue

Flagship Harbor Advisors, LLC

CRD#6031010
Investment Advisor
in North Andover, MA

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About this Advisor

Adam Hogue is a financial advisor based in North Andover, Massachusetts, working with Flagship Harbor Advisors, LLC. Adam has previously held positions at Lpl Financial LLC, Constant Advisor, and Flagship Harbor Advisors, LLC. Adam has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Adam is part of Flagship Harbor Advisors, LLC, which operates out of North Andover, Massachusetts. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

867 Turnpike Street Suite 216
North Andover, MA 01845

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$2,448,936,619

MA Average: $16,012,751,954
Total Number of Employees

58

MA Average: 118
Total Number of Accounts

12,625

MA Average: 4,567
Average Account Size

$193,975

MA Average: $3,506,186

Investment Advisory Services

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

Adam Hogue Work History

2020 - Present (5 years)

Flagship Harbor Advisors, LLC

2017 - Present (8 years)

Lpl Financial LLC

2015 - 2016 (1 year)

Constant Advisor

2012 - 2015 (3 years)

Lpl Financial LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Adam Hogue 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 Flagship Harbor Advisors, LLC

Kelsey Strait
Boston, MA
Steven Bruce
Boston, MA
Nathan Waller
Yarmouth, ME
Dwayne Hall
Boston, MA
Kyle Hurley
Boston, MA
John Welch
Boston, MA
Michael Sanchez
Austin, TX
Adam Bateman
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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