David Hofstad (CRD# 4568078) is an Investment Advisor Representative working at Independent Financial Advisors in Cheverly, MD and has 1 year of experience in the finance industry. David Hofstad 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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Advisors | Cheverly, MD | Aug 1993 - Current | 30 |
- MD
- VA
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts173ACCOUNTS
-
Average Account Value$495,847
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MD, VA
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