Jeffrey HofmannCRD Number: 5310185
Current Firm: Valic Financial Advisors, Inc.
Jeffrey Hofmann (CRD# 5310185) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Pittsburgh, PA and has over 10 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Valic Financial Advisors, Inc.||Pittsburgh, PA||May 2010 - Current||7|
|National Planning Corporation||Harrisburg, PA||Mar 2007 - Apr 2010||3|
|Frito-lay Inc.||Plano, TX||Jun 2001 - Feb 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management22,665MILLIONS
Total Number of Accounts866,312ACCOUNTS
Average Account Value$26,163
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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