Joe Hoelle, financial advisor San Angelo TX
93 score

Joe Hoelle

CRD Number: 3013022
Current Firm: 1st Global Advisors Inc.

Joe Hoelle (CRD# 3013022) is an Investment Advisor Representative working at 1st Global Advisors Inc. in San Angelo, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Joe R. Hoelle, Cpa, P.c. San Angelo, TX Jan 2011 - Current 5
1st Global Insurance Services, Inc. San Angelo, TX Nov 2004 - Current 12
1st Global Advisors, Inc. San Angelo, TX Jul 1998 - Current 18
1st Global Capital Corp. San Angelo, TX Feb 1998 - Current 18
Hicks Hoelle Aylor & Smith, P.c. San Angelo, TX Dec 2004 - Jan 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
Contact Info for Joe R. Hoelle
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
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)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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