Brian Hoeckh (CRD# 2833558) is an Investment Advisor Representative working at Citizens Securities, Inc. in Depew, NY and has over 27 years of experience in the finance industry.
CRD# 6847
Rbc Capital Markets, LLC
CRD# 6670907
Pathway Partners Wealth Advisors, LLC
CRD# 2660786
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Depew, NY | May 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1997 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- GA
- KY
- NY
- OH
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
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- Selection of other advisers (including private fund managers)
- Other
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