William HofferCRD Number: 6017984
Current Firm: Wells Fargo Advisors, LLC
William Hoffer (CRD# 6017984) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Fort Myers, FL and has over 4 years of experience in the finance industry.
Hbks Wealth Advisors
Riverglades Family Offices, LLC
Independent Financial Partners
|Wells Fargo Advisors, LLC||Naples, FL||Jun 2013 - Current||3|
|Guardian Life Insurance Company||Ft Myers, FL||Jun 2012 - Jun 2013||1|
|Park Avenue Securities||Ft Myers, FL||Jun 2012 - Jun 2013||1|
|Metlife Securities, Inc.||Sarasota, FL||Mar 2012 - May 2012||< 1|
|Camping World||Fort Myers, FL||Nov 2011 - May 2012||< 1|
|Self-employed||Fort Myers, FL||Mar 2011 - Nov 2011||< 1|
|The Club At Renaissance||Fort Myers, FL||Feb 2010 - Mar 2011||1|
|Gateway Country Club||Fort Myers, FL||Aug 2007 - Feb 2010||2|
|Self-employed||Fort Myers, FL||Nov 2006 - Jul 2007||< 1|
|Mcwilliams Buckley & Assoc.||Fort Myers, FL||Oct 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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, VI, VT, WA, WI, WV
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