William Hoover, financial advisor Auburn IN

William Hoover

CRD Number: 4686428
Current Firm: Cx Institutional, LLC

William Hoover (CRD# 4686428) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 17 years of experience in the finance industry.

Similar Advisors
Michael Albertson, financial advisor Auburn IN
Michael L. Albertson
CRD# 5440171
Secure Asset Management, LLC
Similar Advisors
Thomas Albright, financial advisor Auburn IN
Thomas W. Albright
CRD# 1200534
Raymond James & Associates, Inc.
Similar Advisors
Jamie Andersen, financial advisor Auburn IN
Jamie L. Andersen
CRD# 4815526
Lincoln Financial Advisors Corporation
Company Name Location Dates Years
Cx Institutional, LLC Auburn, IN Jul 2023 - Current < 1
Euclid Investment Advisory Bethesda, MD Nov 2014 - Nov 2023 9
Dinosaur Securities LLC New York, NY Jun 2014 - Dec 2014 < 1
Concordius Capital Advisors LLC Orlando, FL Oct 2013 - Nov 2014 1
Concordius Holdings Inc. Orlando, FL Oct 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for William H. Hoover
Phone Number: 260-927-1830
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    2,387
    MILLIONS
  • Total Number of Accounts
    8,548
    ACCOUNTS
  • Average Account Value
    $279,244
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.