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William Howard Hoover

CX Institutional, LLC

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About William Howard Hoover

William Hoover is an Investment Advisor Representative at Cx Institutional, Llc. William has been in the industry since 2007 and has experience at Dinosaur Securities, L.L.C., Best Direct Securities, LLC and WFG Investments, Inc. William is registered in Florida and Texas and holds the Series 7, Series 66 and SIE exams. William specializes in helping individuals and businesses with their financial planning and portfolio management.

Firm Information

William Hoover is currently registered with CX Institutional, LLC. CX Institutional, LLC is an investment advisor registered with the SEC. The firm manages $3,314,261,031 in assets for 10,540 accounts. CX Institutional, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. Their clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They also have a wrap fee program.
CX Institutional, LLC

200 EAST 7TH STREET

AUBURN, IN 46706

$3.31B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Hoover’s Registration & Firm History

IN

08/15/2023 - Present

CX Institutional, LLC (AUBURN IN)

NY

06/12/2014 - 12/12/2014

DINOSAUR SECURITIES, L.L.C. (NEW YORK NY)

IA

10/12/2011 - 07/12/2012

BEST DIRECT SECURITIES, LLC (CEDAR FALLS IA)

FL

10/06/2010 - 11/01/2010

BREWER FINANCIAL SERVICES, LLC (WEST PALM BEACH FL)

TX

05/15/2007 - 12/31/2008

WFG INVESTMENTS, INC. (DALLAS TX)

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Licenses & Designations

BOTH

Issued 02/23/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/12/2014

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Howard Hoover.
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