Christopher Hoerner (CRD# 6375395) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has over 7 years of experience in the finance industry.
CRD# 5969842
Reframe Wealth, LLC
CRD# 6431439
Raymond James Financial Services Advisors, Inc.
CRD# 6876059
Prudential Financial Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
The Hoerner Planning Group LLC | Middleburg, VA | Jan 2020 - Current | 4 |
Avenir Corporation | Washington, DC | Aug 2016 - Dec 2019 | 3 |
Third Avenue Management | New York, NY | Jun 2014 - May 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- TX
- VA
-
Total Assets Under Management1,327MILLIONS
-
Total Number of Accounts1,522ACCOUNTS
-
Average Account Value$872,082
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, CT, DC, DE, FL, MA, MD, MT, NC, NH, NY, SC, TX, VA, VT
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