Jeff Hoyer (CRD# 6306455) is an Investment Advisor Representative working at Primerica Advisors in Hilo, HI and has over 9 years of experience in the finance industry.
CRD# 4509445
Chacko-hertz Financial Solutions LLC
CRD# 5176489
Lpl Financial LLC
CRD# 1729107
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Hilo, HI | Apr 2014 - Current | 10 |
| Primerica Financial Services | Hilo, HI | Jul 2013 - Current | 10 |
| Musika LLC | New York, NY | May 2013 - Sep 2016 | 3 |
| Take Lessons | San Diego, CA | Mar 2011 - Sep 2016 | 5 |
| Carlsbad Community Church | Carlsbad, CA | Sep 2001 - Sep 2016 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- HI
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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