Jeffrey Bjarne Hoyer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1989 → 11/2017
  Investment Centers Of America, Inc.
  Libby, MT
• 11/2017 → Present
  Lpl Financial Llc
  Whitefish, MT

Previous Registrations

• 1997-06-05 → 2017-11-29
  Investment Centers Of America, Inc.
  Whitefish, MT
  Libby, MT
  Whitefish, MT
  Libby, MT
  Appleton, WI

Other Businesses

1. 09/28/2022 - 406Scuba - Not Investment Related - Business Owner - Owner - Start Date - 05/01/2021 - 10 Hours Per Month/0 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-02
• S63 Uniform Securities Agent State Law Examination
  1985-05-14

Other Names

• Jeff Hoyer
• Jeffery Bjarne Hoyer