Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Peard Hoerner is a registered Investment Advisor Representative with The Hoerner Planning Group, LLC. Christopher has been registered with the state of Virginia since January 2020 and has been a director of Stream-It, app. Inc., a Delaware corporation and startup company since March 2023. Christopher specializes in providing financial planning, consulting, selection of other advisors, and portfolio management services to businesses and individuals. Christopher is a Series 65 licensed Investment Advisor Representative.
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.
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
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.
A percentage of the total value of assets under management is charged.
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VA
01/06/2020 - Present
THE Hoerner Planning Group, LLC (MIDDLEBURG VA)
IA
Issued 12/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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