Terry Lee Hoak

Current Employers

Employment History

• 01/1996 → 10/2019
  1St Global Capital Corp.
  Dallas, TX
• 01/1996 → 10/2019
  1St Global Advisors, Inc
  Odessa, TX
• 01/1998 → Present
  Hoak & Thorp, Cpa'S, Pc
  Odessa, TX
• 07/2007 → 09/2025
  Avantax Insurance Services, Inc.
  Odessa, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Odessa, TX
• 10/2019 → 09/2025
  Avantax Advisory Services
  Odessa, TX
• 09/1996 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Odessa, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Odessa, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 10/2025 → Present
  Cfp Consulting Inc
  Odessa, TX

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Odessa, TX
• 1996-02-06 → 2019-10-25
  1St Global Advisors Inc
  Odessa , TX

Other Businesses

1) LONESOME RANCH PROPERTY OWNERS ASSOCIATION POSITION: TREASURER NATURE: PROPERTY OWNERS ASSOCIATON INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2006 ADDRESS: , Odessa TX , United States DESCRIPTION: Treasurer 2) PERMIAN BASIN WEALTHCARE ADVISORS, LLC POSITION: OWNER NATURE: FNANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 50 START DATE: 07/01/2008 DESCRIPTION: Provide financial services to clients. 3) COMMERCIAL RENTAL PROPERTY IN ODESSA TEXAS POSITION: OWNER NATURE: RENTAL REAL ESTATE INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1983 ADDRESS: Odessa TX , United States DESCRIPTION: Rental property 4) TRIPLE H RANCH POSITION: OWNER NATURE: RANCH INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2002 DESCRIPTION: Ranch owner 5) HOAK & THORP, CPA'S, PC POSITION: PRESIDENT NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 01/01/1998 DESCRIPTION: CPA firm 6) NAME OF OTHER BUSINESS: CFP CONSULTING INC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PREPARE FINANCIAL STATEMENTS AND TAX RETURNS. MANAGEMENT CONSULTING;

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-12-14

Other Names

• Terry Lee Hoak