SH
Samuel R. Hogan
WINDEMERE ADVISORS
Valdosta, GA 31602
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CRD#: 6520660
SH
Professional summary
Samuel Ross Hogan is a registered financial advisor currently at WINDEMERE ADVISORS, LLC located in Valdosta, Georgia.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Samuel has worked at 2 firms .
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.
Samuel Ross Hogan is CPA/PFS Partner at Plummer Hogan, LLP and from time to time, may offer clients advice or products from those activities and clients should be aware that these services may involve a conflict of interest. WAL always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of WAL in connection with such individual's activities outside of WAL.
Samuel Ross Hogan is owner of Mid-Town Partners, LLC. This entity is used to invest in residential rental properties.
Samuel Ross Hogan in his individual capacity acts as trustee of trusts that are not managed by or clients of WAL.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Ross 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®
NoneExperience
Current
June 14, 2016 - Present
WINDEMERE ADVISORS, LLC
Office #1: 2701 Windemere Drive, Valdosta, GA 31602RIA
CRD#: 283556
Valdosta, GA
Past
July 13, 2015 - July 28, 2016
BLUECHIP WEALTH ADVISORS LLC
RIA
CRD#: 150008
VALDOSTA, GA
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
Alabama(4/27/2021)
IAR
Georgia(6/14/2016)
Exams
Current Firm
WA
WINDEMERE ADVISORS, LLC
WINDEMERE ADVISORS, LLC
CRD#: 283556 / SEC#:
Alabama
Registered Investment Advisory firm - (4/27/2021 Approved)Georgia
Registered Investment Advisory firm - (6/13/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2701 Windemere Drive, Valdosta, GA 31602
Mailing Address
Phone number
(229) 241-0576
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 20,761,163 |
Red Flags
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