MH
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Michael Hostick

24 Years of Experience
West Lake Hills, TX
2 DisclosuresBrokerSells Insurance

Michael Hostick is a registered investment advisor, based in West Lake Hills, TX, with 24 years of industry experience.

Location

West Lake Hills, TX

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History

Regulatory History (2)
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
November 2005
Closed-No Action
Criminal
August 1995
Final Disposition
Other Business ActivitiesSells Insurance

Michael manages client investments and provides financial planning through Live Oak Investment Partners, LLC, dedicating all of his time to this endeavor. He also holds a Texas insurance license for annuity and life insurance sales, and owns real estate through M3C Happy Place, LLC, each taking minimal time.

Employment History
Current Registrations
Kovack Securities INC.Broker
November 2022 - Present · 3 yrs 6 mos
Live Oak Investment Partners
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Cantella & CO., INC.Broker
October 2019 - November 2022 · 3 yrs 1 mo
Raymond James & Associates, INC.
January 2015 - October 2019 · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
January 2015 - October 2019 · 4 yrs 9 mos
Oppenheimer & CO. INC.
March 2010 - January 2015 · 4 yrs 10 mos
Oppenheimer & CO. INC.Broker
March 2010 - January 2015 · 4 yrs 10 mos
Southwest Securities, INC.
January 2009 - March 2010 · 1 yr 2 mos
Southwest Securities, INC.Broker
June 2006 - March 2010 · 3 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
September 2001 - June 2006 · 4 yrs 9 mos
The Lincoln National Life Insurance CompanyBroker
September 2001 - June 2006 · 4 yrs 9 mos
State Registrations8 states
CACOFLGAMONCNMTX
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.
Michael Hostick - Financial Advisor | TrueAdvisor