Trent HofmeisterCRD Number: 7448029
Current Firm: Wealthspire Advisors
Trent Hofmeister (CRD# 7448029) is an Investment Advisor Representative working at Wealthspire Advisors in Salisbury, MD and has 1 year of experience in the finance industry.
Lpl Financial LLC
Eagle Strategies LLC
|Wealthspire Advisors||Salisbury, MD||Sep 2021 - Current||< 1|
|Salisbury University||Salisbury, MD||Aug 2018 - Jun 2021||2|
|Community College Of Baltimore County||Essex, MD||Aug 2016 - Jun 2018||1|
|Middle School & High School||Fallston, MD||Jan 2011 - Jun 2016||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2021|
Total Assets Under Management14,321MILLIONS
Total Number of Accounts4,586ACCOUNTS
Average Account Value$3,122,799
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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