Henry Hoerner, financial advisor Middleburg VA

Henry Hoerner

CRD Number: 2230564
Current Firm: The Hoerner Planning Group, LLC

Henry Hoerner (CRD# 2230564) is an Investment Advisor Representative working at The Hoerner Planning Group, LLC in Middleburg, VA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
The Hoerner Planning Group, LLC Middleburg, VA May 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for Henry R. Hoerner
Phone Number: 540-687-5090
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,105
    MILLIONS
  • Total Number of Accounts
    1,383
    ACCOUNTS
  • Average Account Value
    $798,930
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, DC, DE, FL, MA, MD, NH, NY, SC, TX, VA, VT

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