Marla Vickrey

from Hofer & Associates Wealth Management
SEC regulated
Regulated Investment Advisor
Marla Vickrey is a financial advisor based in California, Thousand Oaks, with 17 years of experience. Marla currently works for Hofer & Associates Wealth Management. Marla maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Marla Vickrey works at Hofer & Associates Wealth Management
Hofer & Associates Wealth Management is a financial advisory firm based in Thousand Oaks, California. It currently has approximately $119,167,538 of assets under management and employs about 3 people. Hofer & Associates Wealth Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
90 E Thousand Oaks Blvd., Suite 310, Thousand Oaks, California, 91360

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