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Glenn Hoyer

35 Years of Experience
San Diego, CA
1 DisclosureMay Earn Commission

Glenn Hoyer is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

4707 Executive Dr, San Diego, CA, 92121-3091

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Denied
Other Business Activities

Glenn operates Hoyer Wealth Management as a DBA for his LPL business. This activity is investment-related and conducted at his reported business location.

Employment History
Current Registrations
LPL Financial LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Newedge Advisors
November 2021 - July 2024 · 2 yrs 8 mos
Mid Atlantic Financial Management, INC.
September 2015 - November 2021 · 6 yrs 2 mos
Mid Atlantic Capital CorporationBroker
September 2015 - October 2018 · 3 yrs 1 mo
First Allied Advisory Services, INC.
July 2012 - October 2015 · 3 yrs 3 mos
First Allied Securities, INC.Broker
June 2012 - October 2015 · 3 yrs 4 mos
H.D. Vest Advisory Services, INC
February 2012 - June 2012 · 4 mos
H.D. Vest Investment ServicesBroker
May 2011 - June 2012 · 1 yr 1 mo
Farmers Financial Solutions, LLCBroker
July 2004 - May 2011 · 6 yrs 10 mos
Financial Network Investment Corporation
November 2003 - June 2004 · 7 mos
Financial Network Investment CorporationBroker
November 2003 - June 2004 · 7 mos
Terra Securities CorporationBroker
February 2003 - October 2003 · 8 mos
American Express Financial Advisors INC.Broker
May 1990 - February 2003 · 12 yrs 9 mos
Ids Life Insurance CompanyBroker
May 1990 - February 2003 · 12 yrs 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.