Marla Vickrey has been an investment adviser representative at Hofer & Associates since February 2016, and is not listed among the firm’s executive officers or direct owners.
Hofer & Associates, Inc. is a Thousand Oaks, CA firm with $216M under management, 300 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Marla Vickrey is Wealth Manager of Hofer & Associates. Before working at Hofer & Associates, she spent 8 years working with clients as a Financial Associate at Thrivent Financial.
Marla Vickrey’s longest registration is the current one, 10 years at Hofer & Associates since 2016. Before joining Hofer & Associates in 2016, Marla Vickrey was registered through Thrivent Investment Management Inc.
- – present · 10 yearsRohnert Park, CA · Adviser representative · Firm CRD 282005
- Thrivent Investment Management Inc.– · 7 yearsRohnert Park, CA · Adviser representative · Firm CRD 18387
Professional designations
Listed by Hofer & Associates
- FIC
Investment adviser representative registrations
Marla Vickrey is registered as an investment adviser representative in California, since February 2016.
- CaliforniaSince 22 February 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 March 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 14 September 2007 |
| Series 7 | General Securities Representative Examination | 21 August 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marla Lynn Vickrey
- CRD
- 5379050
- Firm
- Hofer & Associates · CRD 282005
- Office
- 6040 Commerce Blvd, Suite 102, Rohnert Park, CA 94928
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hoferwm.com
Where does Marla Vickrey work?
Marla Vickrey is an investment adviser representative registered through Hofer & Associates, Inc. since February 2016, and is not listed among the firm’s executive officers or direct owners.
Is Marla Vickrey a financial advisor?
Yes. Marla Vickrey has a current investment-adviser registration in California, through Hofer & Associates since February 2016.
How many years of experience does Marla Vickrey have?
Marla Vickrey has 18 years in the financial industry, since March 2008, across 2 adviser firms.
What exams has Marla Vickrey passed?
Marla Vickrey has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2007. FINRA credited Marla Vickrey with the SIE, which began in October 2018.
Where is Marla Vickrey based?
Marla Vickrey’s registered office is in Rohnert Park, CA.
Is Marla Vickrey registered with FINRA?
No. Marla Vickrey has no current broker registration.
How can I verify Marla Vickrey’s record?
Search CRD 5379050 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marla Vickrey’s full registration record.