Bradley Hoyt, financial advisor Spokane WA
96 score

Bradley Hoyt

CRD Number: 1046245
Current Firm: Financial Advocates Investment Management

Bradley Hoyt (CRD# 1046245) is an Investment Advisor Representative working at Financial Advocates Investment Management in Spokane, WA and has over 34 years of experience in the finance industry. Bradley Hoyt 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
Lpl Financial LLC San Diego, CA Sep 2015 - Current 1
Bradley J Hoyt Spokane Valley, WA Jun 2009 - Current 7
Hrs LLC Spokane, WA Jan 1998 - Current 18
Various Insurance Carriers For W & R Insurance Agencies Liberty Lake, WA Aug 1982 - Current 34
Waddell & Reed, Inc. Spokane, WA Apr 1982 - Oct 2015 33
Hoyt Lewis & Associates LLC Spokane, WA Aug 2007 - Nov 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Apr 1997
Contact Info for Bradley J. Hoyt
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,087
    MILLIONS
  • Total Number of Accounts
    6,384
    ACCOUNTS
  • Average Account Value
    $170,222
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA

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

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