Irvin Hoo-FattCRD Number: 5444959
Current Firm: H.d. Vest Advisory Services, Inc.
Irvin Hoo-Fatt (CRD# 5444959) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Davie, FL and has over 10 years of experience in the finance industry. Irvin Hoo-Fatt 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.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|H.d. Vest Investment Services||Davie, FL||Sep 2013 - Current||4|
|H.d. Vest Insurance Services||Davie, FL||Sep 2013 - Current||4|
|Irvin Hoo-fatt||Davie, FL||Mar 2007 - Current||11|
|Private Investment Group||Davie, FL||Jan 1995 - Current||23|
|Money Concepts Capital Corp||Palm Beach Gardens, FL||Oct 2007 - Feb 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY