Unclaimed
Britt Hockenberry is a financial advisor currently registered with LPL Financial LLC. Britt is a Certified Financial Planner™ professional with over 10 years of experience in the financial services industry. Britt is a Series 7 and Series 66 licensed advisor. Britt also has an active registration with the state of Virginia. Britt's previous experience includes work with Ameriprise Financial Services, LLC and LPL Financial LLC. Britt serves clients in the Charlottesville, VA area. Britt is active in the community and is a member of several professional organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
05/22/2020 - Present
LPL Financial LLC (CHARLOTTESVILLE VA)
VA
09/03/2019 - 05/27/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Charlottesville VA)
VA
08/14/2018 - 09/23/2019
LPL FINANCIAL LLC (CHARLOTTESVILLE VA)
VA
09/03/2013 - 08/14/2018
AMERIPRISE FINANCIAL SERVICES, INC. (HARRISONBURG VA)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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