Ferd Hoefs
Ferd Hoefs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Angelo, TX, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4180 S Jackson St, San Angelo, TX, 76903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Ferd is involved in several business activities, including a real estate holding company, agriculture/farming as an independent contractor, a partner in Helene Scrivener Minerals LLC, rental real estate through Hoefs Haven LLC, and managing oil exploration leases and royalty payments through T-6 Inc. These activities take up a few hours per week to about a quarter of Ferd's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Principal Financial Securities,inc.Broker
State Registrations9 states
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