John Hoffman, financial advisor Orlando FL
93 score

John Hoffman

CRD 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 17 years of experience in the finance industry.

Similar Advisors
Mark Hopler, financial advisor Orlando FL
Mark S. Hopler
CRD# 4564502
Ameriprise Financial Services, Inc.
Score
101
Similar Advisors
Sandy King, financial advisor Orlando FL
Sandy H. King
CRD# 5992503
Alconbury Trust L.l.c
Score
100
Similar Advisors
Leo Lorenz, financial advisor Orlando FL
Leo C. Lorenz
CRD# 5681502
Edward Jones
Score
100
Company Name Location Dates Years
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
Contact Info for John D. Hoffman
Phone Number: 404-813-8981
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • 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)
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from John Hoffman and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.