Charles W. Hoilman
Professional summary
Charles William Hoilman, who also goes by Bill Hoilman, C William Hoilman Jr, C William Hoilman, is a registered financial advisor currently at MHA FINANCIAL CORP located in Westwood, Massachusetts and FOUR POINTS CAPITAL PARTNERS LLC located in Buffalo, New York.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1971. Charles has worked at 4 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, Series 52TO, Series 79TO, SIE, Series 1, Series 24, Series 14, Series 27, F04 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles William Hoilman's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2019 - Present
MHA FINANCIAL CORP
January 2, 2019 - Present
FOUR POINTS CAPITAL PARTNERS LLC
January 2, 2019 - January 2, 2019
MHA FINANCIAL CORP
June 14, 2005 - December 31, 2018
MHA FINANCIAL CORP
August 22, 1977 - December 31, 2018
MHA FINANCIAL CORP
May 15, 1975 - September 13, 1977
TOWER SQUARE SECURITIES, INC.
April 30, 1974 - July 12, 1975
U. S. BOSTON CAPITAL CORPORATION
April 13, 1971 - June 9, 1974
TOWER SQUARE SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/29/2019)
(4/23/2019)
(4/12/2019)
(4/18/2019)
(1/2/2019)
(1/8/2019)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 1
Date: 4/8/1971
Registered Representative ExaminationF04
Date: 7/30/1977
Financial Principal ExaminationSeries 00
Date: 8/23/1975
General Securities Principal ExaminationFINRA
Current Firm
MHA FINANCIAL CORP
CRD#: 7462 / SEC#: , 8-21836
Contact information
Regulatory assets under management
| Total Number of Accounts | 207 |
| AUM (Assets Under Management) | $ 85,836,784 |
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
Red Flags
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