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Christopher Hoak

18 Years of Experience
Odessa, TX
Broker

Christopher Hoak is a registered investment advisor at Cetera Investment Advisers LLC, based in Odessa, TX, with 18 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1428 N. Lee, Odessa, TX, 79761

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is the treasurer for Escondido Draw Recreation Area and Permian Basin Motorcycle Association, and the owner of Permian Basin Wealthcare Advisors, LLC, providing financial services. He also works full-time as an accountant at Hoak & Thorp, CPAs, PC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
January 2008 - October 2019 · 11 yrs 9 mos
1st Global Capital CORP.Broker
December 2007 - October 2019 · 11 yrs 10 mos
State Registrations1 state
TX
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.
Christopher Hoak - Financial Advisor | TrueAdvisor