Joshua
Hogan
Snowden Capital Advisors LLC
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About this Advisor
Joshua Hogan is a financial advisor based in San Antonio, Texas, working with Snowden Capital Advisors LLC. Joshua has previously held positions at Wells Fargo Clearing Services, LLC, Snowden Lane Partners, and Wells Fargo Advisors, LLC. Joshua has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Joshua is part of Snowden Capital Advisors LLC, which operates out of San Antonio, Texas. The firm has 15 offices and 148 employees. The firm manages assets totaling $5.9 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Snowden Capital Advisors LLC includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Snowden Capital Advisors LLC Brokerage Details
$5,932,368,220
148
9,455
$627,432
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
Joshua Hogan Work History
Snowden Lane Partners
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Joshua 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 Snowden Capital Advisors LLC
New York, NY
Miami, FL
San Antonio, TX
New York, NY
Pittsburgh, PA
New York, NY
Miami, FL
Miami, FL
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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