David HoffCRD Number: 1058737
Current Firm: First Heartland Consultants, Inc.
David Hoff (CRD# 1058737) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Lake Saint Louis, MO and has over 34 years of experience in the finance industry. David Hoff 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Centerre Capital, LLC||Lake St. Louis, MO||Jun 2008 - Current||9|
|First Heartland Advisors, Inc.||St. Peters, MO||Mar 1993 - Current||24|
|First Heartland Capital, Inc.||St. Peters, MO||Mar 1993 - Current||24|
|First Heartland Corporation||St. Peters, MO||Mar 1982 - Current||35|
|Financial Service Group Inc.||Lake Saint Louis, MO||Mar 1982 - Current||35|
|Self Employed||Lake Saint Louis, MO||Mar 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1982|
|S65||NASAA Investment Advisors Law Examination||Mar 1997|
- Customer Dispute
Total Assets Under Management1,045MILLIONS
Total Number of Accounts5,087ACCOUNTS
Average Account Value$205,455
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV