GH
CFP
GH
CFP

George Hocker

25 Years of Experience
Hunt Valley, MD
1 DisclosureBroker

George Hocker is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hunt Valley, MD, with 25 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 Schilling Circle Suite 100, [Satellite], Hunt Valley, MD, 21030

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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
July 2004
Settled
Other Business Activities

George has ownership stakes in Hocker Realty & Investment Co Inc. and Easton Properties, both real estate investment companies. He dedicates minimal time to these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - May 2024 · 14 yrs 11 mos
Morgan Stanley
June 2009 - May 2024 · 14 yrs 11 mos
Morgan Stanley & CO. IncorporatedBroker
October 2008 - June 2009 · 8 mos
Morgan Stanley & CO. Incorporated
October 2008 - June 2009 · 8 mos
Citigroup Global Markets INC.
February 2006 - October 2008 · 2 yrs 8 mos
Citigroup Global Markets INC.Broker
February 2006 - October 2008 · 2 yrs 8 mos
Legg Mason Wood Walker INC
May 2001 - February 2006 · 4 yrs 9 mos
Legg Mason Wood Walker, IncorporatedBroker
April 2000 - February 2006 · 5 yrs 10 mos
State Registrations8 states
DEFLMDNCNJPASCVA
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.
George Hocker - Financial Advisor | TrueAdvisor