Aaron Hofer, financial advisor Mountain Home ID

Aaron Hofer

CRD Number: 7335150
Current Firm: Lpl Financial LLC

Aaron Hofer (CRD# 7335150) is an Investment Advisor Representative working at Lpl Financial LLC in Mountain Home, ID and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Boise, ID Jul 2021 - Current 2
Waddell & Reed, Inc. Boise, ID Mar 2021 - Current 3
Ryan Valley Boise, ID Mar 2021 - Current 3
Hofer Real Estate LLC Mountain Home, ID Jun 2012 - Current 11
Corizon Health Boise, ID Oct 2018 - Jan 2021 2
Corizon Health Kuna, ID May 2015 - Oct 2018 3
Citigroup Boise, ID Dec 2009 - May 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Aaron T. Hofer
Phone Number: 704-733-3300
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    463,475
    MILLIONS
  • Total Number of Accounts
    1,910,545
    ACCOUNTS
  • Average Account Value
    $242,588
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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