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Todd Hogue

8 Years of Experience
Mooresville, NC
Broker

Todd Hogue is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mooresville, NC, with 8 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

114 Commerce Center Loop, Suite E, Mooresville, NC, 28117

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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

Todd owns LKN Dog Sitting, dedicating minimal time to it. He also works as an independent contractor for Signature Wealth Group, spending about half his time servicing client accounts and generating new business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2018 - Present · 8 yrs 3 mos
Raymond James Financial Services, INC.Broker
August 2017 - Present · 8 yrs 9 mos
State Registrations6 states
FLGAKYNCNJSC
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.
Todd Hogue - Financial Advisor | TrueAdvisor