William Hoeffer is a CFP-designated registered investment advisor, based in Glendale, CA, with 43 years of industry experience.
Location
Glendale, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is an agent for accident & health, life & disability, and variable insurance. He is also the President of William C. Hoeffer, Jr. Inc., a Registered Investment Adviser (RIA), and a Registered Representative with Western International Securities, Inc., a Broker-Dealer.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
William C. Hoeffer, JR. INC.
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
Financial West Group
Financial West GroupBroker
Investacorp, INC.Broker
Pml Securities CompanyBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations16 states
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