David C. Hogan
Professional summary
David Clay Hogan JR, CFA, who also goes by Clay Hogan Jr, Clay Hogan, is a registered financial advisor currently at HOGAN INVESTMENT COUNSEL, LLC located in Cordova, Tennessee.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. David has worked at 4 firms and has passed the Series 66, Series 7, Series 9 and Series 10 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Clay Hogan JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2012 - Present
HOGAN INVESTMENT COUNSEL, LLC
Office #1: 51 Germantown Court Suite 108, Cordova, TN 38018January 2, 2009 - March 5, 2012
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
March 9, 2004 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 31, 2003 - March 5, 2012
RAYMOND JAMES FINANCIAL SERVICES, INC.
December 7, 1998 - February 12, 2003
VERAVEST INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/2/2012)
(1/8/2014)
Exams
Current Firm
HOGAN INVESTMENT COUNSEL, LLC
CRD#: 160186 / SEC#: 801-135551
Contact information
Regulatory assets under management
| Total Number of Accounts | 475 |
| AUM (Assets Under Management) | $ 107,242,702 |
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
HOGAN INVESTMENT COUNSEL, LLC
CRD#: 160186Cordova, TN 38018TRUST BUT VERIFY
Monitor David Hogan
Get automatic monthly alerts on:
