Hoctor Financial Group, LLC

Hoctor Financial Group, LLC (CRD# 132703) is a financial advisory firm headquartered in Houston, TX. They manage $17,000,000 in 85 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Hoctor Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David R. Hoctor
CRD#: 2630184
3730 Kirby Drive, Suite 1200, Houston, TX 77098
96
Wealthminder
score

David Hoctor (CRD# 2630184) is an Investment Advisor Representative working at Hoctor Financial Group, LLC in Houston, TX and has over 21 years of experience in the finance industry. David Hoctor 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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