Alec Hoke

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About Alec Hoke

Alec Hoke is a Registered Representative and Investment Adviser Representative based in Cazenovia, New York, with more than 30 years of experience in the financial services industry. Through Beacon Wealth Strategies, he works with individuals and business owners on estate planning, retirement income strategies, and business planning strategies. Alec offers securities and investment advisory services through Equity Services, Inc., a FINRA/SIPC member broker-dealer. He does not offer tax or legal advice.

See Disclosures

General Information

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CRD#

1921673

Firm CRD#

Name of Broker/Dealer

Equity Services, Inc.

States Licensed in

NY, NV, WI, FL, NJ, UT

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Registered Representative and Investment Adviser Representative with Equity Services, Inc. and ESI Financial Advisors in Cazenovia, NY since 2021 (CRD #1921673). In the securities industry since 1996. Prior firm affiliations include Pruco Securities, First Allied Securities, 1st Discount Brokerage, Saxony Securities, Summit Brokerage, Wachovia Securities, JWGenesis Securities, D. Blech & Company, Josephthal Lyon & Ross, and Thomas James Associates.

Advisory Services Provided

Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Financial Planning for Businesses, Money Management, Wealth Management

Compliance

Registered Investment Advisor

Registered Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 66, Series 63, Series 7, SIE

Education

BS -

Rutgers University
1983 -1988

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893860/paladinregistry-Beacon-Wealth-Strategies-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Beacon Wealth Strategies