Heather HochCRD Number: 6904196
Current Firm: Ifg Advisory, LLC
Heather Hoch (CRD# 6904196) is an Investment Advisor Representative working at Ifg Advisory, LLC in Dahlonega, GA and has over 4 years of experience in the finance industry.
Park Avenue Securities LLC
Lpl Financial LLC
|Ifg Advisory, Llc D/b/a Stark Financial Strategies||Atlanta, GA||Sep 2021 - Current||1|
|Onewealth Investment Management, LLC||Loganville, GA||Jan 2018 - Sep 2021||3|
|One Wealth, LLC||Atlanta, GA||Aug 2017 - Sep 2021||4|
|Jefferson City Schools||Jefferson, GA||Nov 2011 - Jul 2017||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2018|
Total Assets Under Management2,692MILLIONS
Total Number of Accounts9,357ACCOUNTS
Average Account Value$287,674
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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