Richard Hoffman (CRD# 7316327) is an Investment Advisor Representative working at Primoris Wealth Advisors, LLC in Kihei, HI and has over 3 years of experience in the finance industry.
CRD# 1574236
Morgan Stanley
CRD# 5688894
Edward Jones
CRD# 2922051
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primoris Wealth Advisors, LLC | North Palm Beach, FL | Nov 2020 - Current | 3 |
| Wailea Business Services Inc. | Kihei, HI | Dec 2017 - Current | 6 |
| Maui Tax LLC | Kihei, HI | Nov 2012 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- HI
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts462ACCOUNTS
-
Average Account Value$380,388
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CT, FL, HI, MA, NY, TX
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