RH
CFP · PFS
RH
CFP · PFS

Richard Hogan

17 Years of Experience
Annandale, VA
Broker

Richard Hogan is a CFP, PFS-designated registered investment advisor, based in Annandale, VA, with 17 years of industry experience.

Location

4312-J Evergreen Lane, Annandale, VA, 22003

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Richard is a partner in a rental real estate partnership and a partner at Metro Wealth Management, LLC, spending minimal time on each. He is also a shareholder at Hogan & Reed P.C. CPA's since 1992.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Capital CORP.Broker
November 2008 - October 2019 · 10 yrs 11 mos
1st Global Advisors INC
July 2008 - October 2019 · 11 yrs 3 mos
State Registrations3 states
DCMDVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Richard Hogan - Financial Advisor | TrueAdvisor