Timothy HoffmanCRD Number: 4585345
Current Firm: Raymond James Financial Services Advisors, Inc.
Timothy Hoffman (CRD# 4585345) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Reston, VA and has over 15 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Planning Solutions Group, LLC
|Jtb International, Inc.||Reston, VA||Nov 2014 - Current||3|
|Raymond James Financial Services Advisors, Inc.||Reston, VA||Jan 2009 - Current||8|
|Raymond James Financial Services, Inc.||Reston, VA||Sep 2002 - Current||15|
|Asset Manager - Director||Sterling, VA||Jan 2005 - Feb 2012||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops