Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Hoyer is a financial advisor who has been in the industry for over 25 years. Erick is currently registered with Creative Planning as an Investment Advisor Representative. Erick's previous employers include Edward Jones, Charles Schwab & Co., Inc. and A. G. Edwards & Sons, Inc.. Erick holds the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65 licenses. In addition to their work as an investment advisor, Erick is also the owner of a rental property in Kings Beach, California.
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.
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.
1
2
CA
08/29/2023 - Present
Creative Planning (El Dorado Hills CA)
CA
05/01/2020 - 05/18/2021
EDWARD JONES (Sacramento CA)
CA
07/28/1997 - 12/03/2019
CHARLES SCHWAB & CO., INC. (Sacramento CA)
MO
02/06/1997 - 07/11/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
09/09/1996 - 01/31/1997
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
CA
04/29/1994 - 03/29/1996
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 09/17/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Erick Hoyer is the right advisor for you? Invested Better is here to help.
