James Hohman, financial advisor Pittsburgh PA

James Hohman

CRD Number: 248192
Current Firm: Allegheny Financial Group Ltd

James Hohman (CRD# 248192) is an Investment Advisor Representative working at Allegheny Financial Group Ltd in Pittsburgh, PA and has over 43 years of experience in the finance industry. James Hohman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Investment Advisers LLC
Similar Advisors
C. Ellis, financial advisor Pittsburgh PA
C. S. Ellis
CRD# 1549189
Centauri Advisory Group, Inc.
Similar Advisors
Marybeth Abbiatici, financial advisor Pittsburgh PA
Marybeth Abbiatici
CRD# 1498908
Robert W. Baird & Company Incorporated
Professional Designations
Company Name Location Dates Years
Allegheny Investments, Ltd. Pittsburgh, PA May 1978 - Current 45
Allegheny Financial Group Ltd Pittsburgh, PA Nov 1976 - Current 47
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1980
Contact Info for James D. Hohman
Phone Number: 412-367-3880
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    4,472
    MILLIONS
  • Total Number of Accounts
    12,226
    ACCOUNTS
  • Average Account Value
    $365,792
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from James Hohman and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.