Michael Hoffman, financial advisor Rockville MD

Michael Hoffman

CRD Number: 2645578
Current Firm: Truist Advisory Services, Inc.

Michael Hoffman (CRD# 2645578) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Rockville, MD and has over 28 years of experience in the finance industry. Michael Hoffman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Truist Advisory Services Atlanta, GA Sep 2016 - Current 7
Truist Securities, Inc. Marlow Heights, MD May 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Michael P. Hoffman
Phone Number: 404-813-7713
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    53,170
    MILLIONS
  • Total Number of Accounts
    125,600
    ACCOUNTS
  • Average Account Value
    $423,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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