Michael HoffmanCRD Number: 5386683
Current Firm: Verdence Capital Advisors, LLC
Michael Hoffman (CRD# 5386683) is an Investment Advisor Representative working at Verdence Capital Advisors, LLC in Hunt Valley, MD and has over 10 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.
Commonwealth Financial Network
Planning Solutions Group, LLC
|Verdence Capital Advisors, LLC||Hunt Valley, MD||Jun 2017 - Current||< 1|
|Hightower Advisors, LLC||Hunt Valley, MD||Feb 2012 - Jun 2017||5|
|Hightower Securities, LLC||Hunt Valley, MD||Feb 2012 - Jun 2017||5|
|Merrill Lynch, Pierce, Finner & Smith Incorporated||Timonium, MD||Nov 2009 - Feb 2012||2|
|T. Rowe Price||Owings Mills, MD||Jul 2007 - Nov 2009||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management1,445MILLIONS
Total Number of Accounts4,338ACCOUNTS
Average Account Value$333,026
- 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
AZ, CA, CO, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, TX, VA, WV
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