Unclaimed Profile

Koy Miles Hoover

ADDISON ADVISORS, LLC·BOZEMAN, Montana

SIE, Series 6, Series 7, Series 66CFPClean record27 years registeredADDISON ADVISORS, LLC

2407 W. MAIN STREET, BOZEMAN, MT 59718CRD# 3238478Firm CRD# 290072

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Koy Miles Hoover · BOZEMAN, MT

Registration

CRD #3238478 · ADDISON ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

STIFEL, NICOLAUS & COMPANY, INCORPORATED

May 2009 – present

EQUILIBRIUM, LLC

Oct 2017 – Nov 2017

BOZEMAN, MT

CITIGROUP GLOBAL MARKETS INC.

Jun 2002 – May 2009

BIG SKY, MT

WADDELL & REED, INC.

Jul 1999 – Jun 2002

BOZEMAN, MT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · July 8, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUILIBRIUM, LLC

CRD 290072 · SEC 801-111920

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by EQUILIBRIUM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EQUILIBRIUM, LLC →

Introduction

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Frequently Asked Questions

What services does Koy Miles Hoover offer?

Koy Miles Hoover specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOZEMAN, Montana for a consultation.

What are Koy Miles Hoover's credentials?

Koy Miles Hoover holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Koy Miles Hoover located?

Koy Miles Hoover is based in BOZEMAN, Montana, working with ADDISON ADVISORS, LLC. Their office serves clients in the BOZEMAN metropolitan area and surrounding communities.

How does Koy Miles Hoover charge for services?

Koy Miles Hoover's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADDISON ADVISORS, LLC?

ADDISON ADVISORS, LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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