Matthew
Hoesly
Resource 1, Inc
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About this Advisor
Matthew Hoesly is a certified financial planner and chartered financial consultant working in Norfolk, Virginia with a total of 15 years of industry experience. Hoesly is an employee of Resource 1, Inc. Throughout their career, they have worked at Resource 1, Inc and Ceros Financial Services, Inc. Hoesly has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas, Virginia and Wisconsin. Resource 1, Inc is a firm that has its headquarters in Norfolk, VA. It manages $104 million in total assets among its 111 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to three charities and foundations. Of its 111 customer accounts, 38% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Resource 1, Inc offers portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on the type of financial services offered. Fees charged by Resource 1, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Resource 1, Inc Brokerage Details
$104,006,783
2
111
$936,998
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Matthew Hoesly Work History
Matthew has been registered as a financial advisor for 15 years.*
Ceros Financial Services, Inc
Resource 1, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Hoesly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Resource 1, Inc
Norfolk, VA
Norfolk, VA
Norfolk, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
