Heather Hoch, financial advisor Dahlonega GA

Heather Hoch

CRD 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 6 years of experience in the finance industry.

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Company Name Location Dates Years
Ifg Advisory, Llc D/b/a Stark Financial Strategies Atlanta, GA Sep 2021 - Current 2
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
Contact Info for Heather S. Hoch
Phone Number: 770-353-6331
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,252
    MILLIONS
  • Total Number of Accounts
    12,190
    ACCOUNTS
  • Average Account Value
    $266,808
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI

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