Irvin Hoo-Fatt, financial advisor Hollywood FL
96 score

Irvin Hoo-Fatt

CRD Number: 5444959
Current Firm: H.d. Vest Advisory Services, Inc.

Irvin Hoo-Fatt (CRD# 5444959) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Hollywood, FL and has over 8 years of experience in the finance industry. Irvin Hoo-Fatt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
H.d. Vest Investment Services Davie, FL Sep 2013 - Current 3
H.d. Vest Insurance Services Davie, FL Sep 2013 - Current 3
Irvin Hoo-fatt Davie, FL Mar 2007 - Current 9
Private Investment Group Davie, FL Jan 1995 - Current 21
Money Concepts Capital Corp Palm Beach Gardens, FL Oct 2007 - Feb 2012 4
Private Practice/st. Joseph Medical Kingston, Oct 1979 - Feb 2008 28
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Irvin W. Hoo-Fatt
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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