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Donald Hoehler

35 Years of Experience
Allison Park, PA
Broker

Donald Hoehler is a registered investment advisor at LPL Financial LLC, based in Allison Park, PA, 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

Allison Park, PA

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
LPL Financial LLCBroker
September 2019 - Present · 6 yrs 8 mos
LPL Financial LLC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Commonwealth Financial Network
June 2019 - September 2019 · 3 mos
Commonwealth Financial NetworkBroker
April 2002 - September 2019 · 17 yrs 5 mos
Ferris, Baker Watts IncorporatedBroker
November 2000 - May 2002 · 1 yr 6 mos
First Union Securities, INC.Broker
October 1999 - November 2000 · 1 yr 1 mo
First Union Capital Markets CORP.Broker
May 1998 - October 1999 · 1 yr 5 mos
First Colonial Securities Group, INC.Broker
October 1997 - June 1998 · 8 mos
Meyers Pollock Robbins, INC.Broker
October 1995 - October 1997 · 2 yrs
Penn Capital Financial Services, INC.Broker
April 1994 - October 1995 · 1 yr 6 mos
Gruntal & CO. IncorporatedBroker
July 1992 - February 1994 · 1 yr 7 mos
Hibbard Brown & CO., INC.Broker
August 1990 - June 1992 · 1 yr 10 mos
State Registrations16 states
ALAZCODEFLGAKYMDMSNCOHPASCTNWAWV
AdvisorBrokerBoth

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.