Tanner Keais Hoyt
Investment adviser representative at H. L. Ormond & Company, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$401.4MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- H. L. Ormond & Company, LLCJul 2026 to now
- H.L. Ormond & Company, LLCJul 2026 to now
- Hoyt Family Wealth Management, LLCApr 2017 to now
- Raymond James Financial Services Advisors Inc.Sep 2019 to Jul 2026
- Raymond James Financial Services, Inc.Sep 2019 to Jul 2026
- Wells Fargo Advisors FinancialApr 2017 to Sep 2019
- Liberty UniversityJul 2014 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
H. L. Ormond & Company, LLC
$401.4MAssets managed
282Clients
5Advisers
5 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
- 5833768
- Firm CRD
- 313593