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Margaret D. Hoogs

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CRD#: 1542375
MH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Margaret Durkes Hoogs, who also goes by Margaret Wynne Durkes, Margaret Durkes, Peggy Durkes, was a registered financial professional .

Margaret is a previously registered financial professional and started their career in finance in 2004. Margaret had worked at 2 firms and has passed the Series 65 and Series 3 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Margaret Wynne Durkes | Margaret Durkes | Peggy Durkes

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 12, 2019 - December 31, 2022

HABER INVESTMENT COUNSEL

RIA
CRD#: 305678
ATLANTA, GA
Past

September 10, 2004 - August 9, 2005

BMO FAMILY OFFICE, LLC

RIA
CRD#: 110264
ATLANTA, GA

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/31/1992
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 7/23/1986
National Commodity Futures Examination

Current Firm


HI
HABER INVESTMENT COUNSEL
HABER INVESTMENT COUNSEL | HABER INVESTMENT COUNSEL, LLC

CRD#: 305678 / SEC#: 801-117431

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Contact information


Main Address
3400 Peachtree Rd, Ne Suite 725, Atlanta, GA 30326
Mailing Address
Phone number
(404) 341-9072
Established
Firm type
Fiscal year end
# of Employees
5

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/18/2022)

Regulatory assets under management


Total Number of Accounts192
AUM (Assets Under Management)$ 274,238,293

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


HABER INVESTMENT COUNSEL

CRD#: 305678

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