Wade Hoffman (CRD# 2825341) is an Investment Advisor Representative working at Avantra Family Wealth, Inc. in Mechanicsburg, PA and has over 24 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3244566
Cetera Investment Advisers LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Avantra Family Wealth LLC | Mechanicsburg, PA | Jul 2017 - Current | 6 |
Purshe Kaplan Sterling Investments | Albany, NY | Jul 2017 - Current | 6 |
Unemployed | Camp Hill, PA | Jan 2016 - Jul 2017 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City, OK | Mar 2011 - Jan 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2000 |
S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
- PA
-
Total Assets Under Management158MILLIONS
-
Total Number of Accounts821ACCOUNTS
-
Average Account Value$192,803
- 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
- Selection of other advisers (including private fund managers)
FL, PA, VA
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