John HoffmanCRD Number: 7483970
Current Firm: Orion Portfolio Solutions, LLC
John Hoffman (CRD# 7483970) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Berwyn, PA and has 1 year of experience in the finance industry.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Orion Portfolio Solutions||Omaha, NE||Oct 2021 - Current||< 1|
|Brinker Capital Investments||Berwyn, PA||Oct 2021 - Current||< 1|
|Kpmg LLP||Pittsburgh, PA||Jun 2018 - Oct 2021||3|
|University Of Pittsburgh||Pittsburgh, PA||Dec 2011 - Apr 2019||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management14,195MILLIONS
Total Number of Accounts81,242ACCOUNTS
Average Account Value$174,723
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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