Timothy Hogan
Timothy Hogan is a registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1088 Bishop St Ste 1224, Honolulu, HI, 96813-3139
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is involved in several business activities, including Hogan Financial Group, Hogan Consulting Group, and serving as a board member for Adult Friends For Youth. He also sells non-variable insurance, dedicating a few hours per week to this activity, and is the Interim Executive Director & Development Chair for Hawaii Catholic Community Foundation, spending about 10-20% of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
Pensionmark Securities, LLCBroker
Capfinancial Securities, LLC.Broker
Pensionmark Financial Group, LLC
Independent Financial Partners
LPL Financial LLCBroker
Bankoh Investment Services, INC.Broker
Robeco Securities, L.L.C.Broker
Brookstreet Securities CorporationBroker
First Pacific Securities, INC.Broker
H.J. Meyers & CO., INC.Broker
Hawaiian Capital SecuritiesBroker
Aetna Financial Services, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.