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MH

Michael F. Hogan

MICROBUSINESS401K ADVISORY LLC
Alpharetta, GA
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CRD#: 1077830
MH

Professional summary


Michael Francis Hogan is a registered financial advisor currently at MICROBUSINESS401K ADVISORY LLC located in Alpharetta, Georgia.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael Francis Hogan's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

May 29, 2020 - Present

MICROBUSINESS401K ADVISORY LLC

RIA
CRD#: 291302
Alpharetta, GA
Past

February 19, 2019 - December 31, 2019

MICROBUSINESS401K ADVISORY LLC

RIA
CRD#: 291302
ALPHARETTA, GA
Past

June 21, 1996 - December 31, 1997

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

June 8, 1988 - June 26, 1996

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

July 3, 1986 - June 21, 1988

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

February 21, 1985 - July 9, 1986

DAVID LERNER ASSOCIATES, INC.

BD
CRD#: 5397
Past

November 29, 1982 - March 9, 1984

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(5/29/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/8/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MA
MICROBUSINESS401K ADVISORY LLC
MICROBUSINESS401K ADVISORY LLC

CRD#: 291302 / SEC#:

Georgia
Registered Investment Advisory firm - (5/29/2020 Approved)
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Contact information


Main Address
Alpharetta, GA
Mailing Address
Phone number
(770) 715-1466
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MICROBUSINESS401K ADVISORY LLC

CRD#: 291302Alpharetta, GA

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