Helen
Hogan

About this Advisor

Helen Hogan is a certified financial planner who lives in La Vista, Nebraska. Currently an advisor at Securities America Advisors, Inc, they have gathered 18 years of professional experience as a financial advisor. Hogan maintains Series 63 and Series 65 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Hogan is able to act as an advisor in New Jersey and Texas. Hogan has gained experience at Axa Advisors, LLC, Securities America, Inc, The Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Sunset Financial Services and Securities America Advisors, Inc. Securities America Advisors, Inc is based out of La Vista, Nebraska, and has 1,271 brick-and-mortar locations across the country. Overall, Securities America Advisors, Inc manages $29 billion in assets covering 184,356 client accounts and employs more than 1,989 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 127,618 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Securities America Advisors, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.