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AH

Armand L. Hoch

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CRD#: 1595442
AH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Armand Lee Hoch, who also goes by Lee Hoch, was a registered financial professional .

Armand is a previously registered financial professional and started their career in finance in 1987. Armand had worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Lee Hoch

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 3, 2009 - May 21, 2012

THE BUSINESS PLANNING GROUP, INC.

RIA
CRD#: 149415
SEATTLE, WA
Past

June 22, 2004 - March 31, 2009

FSIC

RIA
CRD#: 37813
SEATTLE, WA
Past

June 22, 2004 - March 31, 2009

FSIC

BD
CRD#: 37813
SEATTLE, WA
Past

September 6, 2002 - June 23, 2004

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

May 23, 2001 - August 21, 2002

LPL FINANCIAL LLC

RIA
CRD#: 6413
SEATTLE, WA
Past

May 17, 2001 - August 21, 2002

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 27, 1999 - May 17, 2001

CR BROKER SERVICES, LLC

BD
CRD#: 45753
WARWICK, RI
Past

January 14, 1987 - May 1, 1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

January 14, 1987 - July 19, 1999

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 5/13/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


TB
THE BUSINESS PLANNING GROUP, INC.
THE BUSINESS PLANNING GROUP, INC.

CRD#: 149415 / SEC#:

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Contact information


Main Address
93 S. Jackson Street #70700, Seattle, WA 98104-2814
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE BUSINESS PLANNING GROUP, INC.

CRD#: 149415

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