John HoffmanCRD Number: 3181212
Current Firm: Suntrust Investment Services, Inc.
John Hoffman (CRD# 3181212) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Orlando, FL and has over 18 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Suntrust Bank||Orlando, FL||Jan 2016 - Current||1|
|Suntrust Investment Services Inc.||Atlanta, GA||Aug 2013 - Current||3|
|Suntrust Bank||Potomac, MD||Jul 2013 - Jan 2016||2|
|Pnc Bank||Pittsburgh, PA||Mar 2009 - Jul 2013||4|
|Pnc Investments||Pittsburgh, PA||Mar 2009 - Jul 2013||4|
|Pnc Bank/investments||Mount Airy, MD||Mar 2009 - Jul 2013||4|
|Lincoln Financial Securities Corporation||Bethesda, MD||Nov 2008 - Mar 2009||< 1|
|Unemployed||Damascus, MD||Nov 2008 - Mar 2009||< 1|
|Equity Planning Institute||Bethesda, MD||Sep 2008 - Nov 2008||< 1|
|Banc Of America Investment Services, Inc.||Rockville, MD||Feb 2005 - Nov 2008||3|
|Bank Of America, N.a.||Rockville, MD||Feb 2005 - Nov 2008||3|
|Bank Of America/investments||Rockville, MD||Mar 2005 - Sep 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- 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)
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, VT, WA, WI, WV