JH
CFP
JH
CFP

John Hoyt

25 Years of Experience
Greenville, NC
Broker

John Hoyt is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenville, NC, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1001 Conference Drive, Suite B, Greenville, NC, 27858

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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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Other Business Activities

John is an independent contractor and branch manager/financial advisor for Hoyt Family Wealth Management, LLC since 2014. This takes about half of his time, including about a quarter of his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services Advisors, INC
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2014 - September 2019 · 5 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2014 - September 2019 · 5 yrs 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - March 2014 · 6 yrs 2 mos
Wells Fargo Advisors, LLC
January 2008 - March 2014 · 6 yrs 2 mos
A. G. Edwards & Sons, INC.
April 2004 - January 2008 · 3 yrs 9 mos
A. G. Edwards & Sons, INC.Broker
May 2001 - January 2008 · 6 yrs 8 mos
First Union Securities, INC.Broker
July 2000 - May 2001 · 10 mos
State Registrations18 states
ALAZCACODCFLGAKYMDMINCNYSCTNTXVAWAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
John Hoyt - Financial Advisor | TrueAdvisor