JH
JH

Julie Hogan

6 Years of Experience
Grapevine, TX
Broker

Julie Hogan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grapevine, TX, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

301 E. State Hwy. 114 Frontage Road, Grapevine, TX, 76051

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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

Julie is associated with 1880 Advisors as a support company, but spends no time on it. She also works full-time as a Registered Bank Associate at First Bank Texas, performing various banking and trading-related tasks.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2025 - Present · 1 yr
Previous Registrations
LPL Financial LLC
March 2020 - June 2025 · 5 yrs 3 mos
LPL Financial LLCBroker
November 2019 - June 2025 · 5 yrs 7 mos
State Registrations1 state
TX
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.
Julie Hogan - Financial Advisor | TrueAdvisor