Bret Hoag, financial advisor State College PA
93 score

Bret Hoag

CRD Number: 4546601
Current Firm: Vantage Investment Advisors, LLC

Bret Hoag (CRD# 4546601) is an Investment Advisor Representative working at Vantage Investment Advisors, LLC in State College, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Vantage Investment Advisors, LLC State College, PA Sep 2010 - Current 6
Wells Fargo Advisors Financial Network, LLC Harrisburg, PA Feb 2010 - Sep 2010 < 1
National Penn State College, PA Sep 2006 - Feb 2010 3
Primevest Financial Services, Inc. St. Cloud, MN Sep 2006 - Feb 2010 3
Pnc Investments State College, PA Sep 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S65 NASAA Investment Advisors Law Examination Oct 2004
Contact Info for Bret H. Hoag
Phone Number: 913-647-9700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,146
    MILLIONS
  • Total Number of Accounts
    7,464
    ACCOUNTS
  • Average Account Value
    $153,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, HI, KS, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA

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

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