Eric
Hoebbel

Proequities, Inc

CRD#2682248
Investment Advisor
in Orlando, FL
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About this Advisor

Eric Hoebbel is a certified financial planner who lives in Orlando, Florida. Currently an investment advisor at Proequities, Inc, Hoebbel has 17 years of experience as a registered investment advisor. Hoebbel holds Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Hoebbel can work with investors based out of Florida. During their career, Hoebbel has held roles at Proequities, Inc and Next Financial Group Inc. Proequities, Inc is headquartered in Orlando, Florida, and operates out of 351 locations in the nation. As an advisor firm, Proequities, Inc oversees $3 billion in assets throughout 19,959 accounts and retains more than 1,609 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 17,075 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 5% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Proequities, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

7009 Dr. Phillips Blvd. Suite 260
Orlando, FL 32819

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Proequities, Inc Brokerage Details

Total Assets Under Management

$3,378,639,075

FL Average: $1,620,585,161
Total Number of Employees

1,464

FL Average: 52
Total Number of Accounts

20,857

FL Average: 1,560
Average Account Size

$161,991

FL Average: $1,038,837

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Eric Hoebbel Work History

Eric has 17 years of experience.

2010 - Present (9 years)

Proequities, Inc

2001 - 2010 (9 years)

Next Financial Group Inc

Disclosures

Eric Hoebbel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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