Donald Hoffman (CRD# 4445738) is an Investment Advisor Representative working at Prosperity - An Eisneramper Company in Owings Mills, MD and has over 22 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 1817336
Cetera Investment Advisers LLC
CRD# 1582180
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dai Securities, LLC | Atlanta, GA | Jun 2023 - Current | < 1 |
| Eisner Advisory Group LLC | Owings Mills, MD | Oct 2022 - Current | 1 |
| Eisneramper LLP | Owings Mills, MD | Oct 2022 - Current | 1 |
| The Prosperity Consulting Group, LLC | Owings Mills, MD | Jan 2000 - Current | 24 |
| Triad Advisors Inc. | Norcross, GA | Dec 2011 - May 2023 | 11 |
| The Hoffman Group, LLC | Owings Mills, MD | Jun 2017 - Oct 2022 | 5 |
| Hertzbach & Company, P.a. | Owings Mills, MD | Apr 1980 - May 2017 | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- FL
- MD
- TX
- VA
-
Total Assets Under Management1,068MILLIONS
-
Total Number of Accounts2,271ACCOUNTS
-
Average Account Value$470,185
- 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
- Pension consulting services
- Educational seminars/workshops
CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA, WI
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