James Hofmockel (CRD# 2528680) is an Investment Advisor Representative working at Sygnus Capital Pr LLC in Guaynabo, PR and has over 27 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acrecent Financial Corporation | Guaynabo, PR | Dec 2013 - Current | 10 |
| Hofmockel Investments, LLC | Mchenry, IL | Jun 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2016 |
- PR
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts8ACCOUNTS
-
Average Account Value$14,431,556
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
PR
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