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Francis James Hoey

Investment adviser representative at Hoey Investments, Inc.
17 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$788.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Hoey Investments, Inc.Nov 2009 to now

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law1997

State registrations

Registered as an investment adviser representative in 4 states (AZ, CA, PA, TX).

Hoey Investments, Inc.

$788.3MAssets managed
589Clients
1Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2911665
Firm CRD
152103
Advisor's SEC record (opens in a new tab)
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