Terry Hoak
Terry Hoak is a registered investment advisor at Cetera Investment Advisers LLC, based in Odessa, TX, with 32 years of industry experience. Terry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1428 N. Lee, Odessa, TX, 79761
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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
Terry is the treasurer of a property owners association, owner of a financial services company, rental property, and a ranch. He also owns a CPA firm and sells equity indexed annuities, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations2 states
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