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Financial ADVSR advisor directory · SEC adviser records

Hofer & Associates Wealth Management financial advisors in Thousand Oaks, CA

Every SEC-registered investment adviser representative at a Hofer & Associates Wealth Management office in Thousand Oaks, A to Z.

The short answer

3 registered advisors work at Hofer & Associates Wealth Management in Thousand Oaks, out of 3 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Hofer & Associates Wealth Management advisors in Thousand Oaks, A to Z

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Other firms in Thousand Oaks

All Thousand Oaks advisors →

Strategic Advisers LLC 17Transamerica Financial Advisors, LLC 12LPL Financial LLC 9Charles Schwab & Co., Inc. 8Thrivent Investment Management Inc. 6Ameriprise Financial Services, LLC 5Hillcrest Financial Group 5Osaic Wealth, Inc. 5Ibn Asset Management, LLC 4Edward Jones 3Forum Financial Management, LP 3Pacific Financial Strategies, Inc. 3

Questions

How many financial advisors does Hofer & Associates Wealth Management have in Thousand Oaks?

3 investment adviser representatives are registered at Hofer & Associates Wealth Management offices in Thousand Oaks, California, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Hofer & Associates Wealth Management one of the largest advisor employers in Thousand Oaks?

Hofer & Associates Wealth Management ranks number 12 in Thousand Oaks by registered advisors; Strategic Advisers LLC has the most, with 17.

How do I check a Hofer & Associates Wealth Management advisor in Thousand Oaks?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Hofer & Associates Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.