Eric Hoffart (CRD# 4903650) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in West Sacramento, CA and has over 16 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Southside Beer Garden | Wilton, CA | Jun 2020 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | W. Sacramento, CA | Aug 2017 - Current | 6 |
| First Northern Bank | W. Sacramento, CA | Aug 2017 - Current | 6 |
| Raymond James Financial Services, Inc. | W. Sacramento, CA | Aug 2017 - Current | 6 |
| Lohi Beer Garden | Denver, CO | Apr 2015 - Current | 9 |
| Lohi Beer Garden | Denver, CO | Apr 2015 - Current | 9 |
| Unemployment | Sacramento, CA | Jun 2017 - Aug 2017 | < 1 |
| Lord Abbett | Jersey City, NJ | Jan 2010 - Jun 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- CA
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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