Richard Hoffman, financial advisor Towson MD

Richard Hoffman

CRD Number: 4417066
Current Firm: Chesapeake Wealth Strategies, Inc.

Richard Hoffman (CRD# 4417066) is an Investment Advisor Representative working at Chesapeake Wealth Strategies, Inc. in Towson, MD and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Chesapeake Wealth Strategies, Inc. Towson, MD Jun 2016 - Current 7
Foundation & Trust Services LLC Reisterstown, MD Nov 2014 - Current 9
Richard M. Hoffman Cpa, LLC Reisterstown, MD Oct 2013 - Current 10
Axa Advisors, LLC New York, NY Jun 2001 - Current 22
Rmh Financial Associates, Inc. Reisterstown, MD Apr 2001 - Current 22
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2001
Contact Info for Richard M. Hoffman
Phone Number: (410) 344-7110
Registered State(s):
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MD

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