Elizabeth A. Hoover
Professional summary
Elizabeth Ann Hoover, who also goes by Elizabeth Ann Goodrich, Elizabeth A Hoover, is a registered financial advisor currently at CBIZ INVESTMENT ADVISORY SERVICES, LLC located in Indianapolis, Indiana.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Elizabeth has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Ann Hoover's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2024 - Present
CBIZ INVESTMENT ADVISORY SERVICES, LLC
Office #1: 3925 River Crossing Parkway Suite 100, Indianapolis, IN 46240June 7, 2004 - December 4, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 4, 2004 - March 31, 2025
HOOVER FINANCIAL ADVISORS
July 31, 2002 - June 17, 2004
OSAIC FA, INC.
July 31, 2002 - June 17, 2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
July 31, 2002 - June 17, 2004
OSAIC FA, INC.
March 15, 2001 - August 12, 2002
EQUITABLE ADVISORS, LLC
January 24, 2001 - August 12, 2002
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD#: 286002 / SEC#: 801-108996
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/1/2024)
Exams
Current Firm
CBIZ INVESTMENT ADVISORY SERVICES, LLC
CRD#: 286002 / SEC#: 801-108996
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,658 |
| AUM (Assets Under Management) | $ 10,491,932,749 |
Red Flags
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