Gregory Hoekman (CRD# 5778351) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Modesto, CA and has over 13 years of experience in the finance industry. Gregory Hoekman 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.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oak Valley Community Bank | Modesto, CA | Jan 2020 - Current | 4 |
| Cetera Investment Services LLC | St Cloud, MN | Jan 2020 - Current | 4 |
| Cetera Investment Advisers LLC | Modesto, CA | Jan 2020 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Newport Beach, CA | Nov 2016 - Jan 2020 | 3 |
| Wells Fargo Bank | Newport Beach, CA | Aug 2009 - Jan 2020 | 10 |
| Wells Fargo Advisors LLC | Newport Beach, CA | Jan 2011 - Nov 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- CA
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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