James Hoff, financial advisor Royersford PA

James Hoff

CRD Number: 6778894
Current Firm: Commonwealth Financial Network

James Hoff (CRD# 6778894) is an Investment Advisor Representative working at Commonwealth Financial Network in Royersford, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2019 - Current 1
Andrew Hoff Agency Royersford, PA Aug 2018 - Current 2
Sei Investments Distribution Company Oaks, PA Mar 2017 - Aug 2018 1
Sei Investments Company Oaks, PA Jun 2015 - Aug 2018 3
The Andrew Hoff Agency Royersford, PA Jan 2017 - Apr 2017 < 1
Ursinus College Collegeville, PA Aug 2011 - May 2015 3
United State Liabilities And Insurance Wayne, PA Aug 2014 - Feb 2015 < 1
Ursinus College Facilities Collegeville, PA Aug 2012 - Nov 2014 2
Medigraph Software Wilmington, DE Jun 2014 - Jul 2014 < 1
Spring-ford Area High School Royersford, PA Aug 2007 - Jun 2011 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2017
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for James Hoff
Phone Number: 781-736-0700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    111,440
    MILLIONS
  • Total Number of Accounts
    436,517
    ACCOUNTS
  • Average Account Value
    $255,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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