David Hofer (CRD# 2024691) is an Investment Advisor Representative working at Apollon Wealth Management, LLC in Mount Pleasant, SC and has over 32 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Purshe Kaplan Sterling Investments | Albany, NY | Jun 2021 - Current | 2 |
Apollon Wealth Management, LLC | Miami Beach, FL | Jan 2021 - Current | 3 |
Fortune Financial Services, Inc. | Monaca, PA | Jun 2016 - Dec 2020 | 4 |
Blue Chip Wealth Management, Inc. | Miami Beach, FL | Apr 2016 - Dec 2020 | 4 |
Mutual Securities, Inc. | Camarillo, CA | Apr 2015 - Apr 2016 | 1 |
Platinum Wealth Partners, Inc. | Tampa, FL | Mar 2015 - Apr 2016 | 1 |
Ameriprise Financial Services, Inc. | Ft Lauderdale, FL | Jan 2015 - Mar 2015 | < 1 |
Janney Montgomery Scott LLC | Philadelphia, PA | Jan 2008 - Jan 2015 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1992 |
S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
- FL
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Total Assets Under Management5,520MILLIONS
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Total Number of Accounts15,301ACCOUNTS
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Average Account Value$360,738
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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