Investment adviser representative · Hofer & Associates Wealth Management
Marla L. Vickrey
CRD 5379050 · Thousand Oaks, CA
At a glance
Marla L. Vickrey is an investment adviser representative with Hofer & Associates Wealth Management in Thousand Oaks, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marla’s SEC record dates to 2008, about 18 years ago.
Current advisory firm
- Hofer & Associates Wealth ManagementSince February 2016Thousand Oaks, CA · $216M in regulatory assets
SEC adviser record
- Registered since
- 2008 (18 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marla’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.