Dianna Hoffman (CRD# 5317018) is an Investment Advisor Representative working at Cuso Financial Services in Winston Salem, NC and has over 16 years of experience in the finance industry.
CRD# 1821508
Ubs Financial Services Inc.
CRD# 6683568
Principal Securities, Inc.
CRD# 1868078
Cgn Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Mar 2017 - Current | 7 |
| Allegacy Federal Credit Union | Winston Salem, NC | Mar 2017 - Current | 7 |
| Wells Fargo Clearing Services, LLC | Winston Salem, NC | Nov 2016 - Feb 2017 | < 1 |
| Wells Fargo Bank, Na | Winston Salem, NC | Jan 2015 - Feb 2017 | 2 |
| Wells Fargo Advisors, LLC | Winston Salem, NC | Feb 2015 - Nov 2016 | 1 |
| Metlife Securities | Winston-salem, NC | Apr 2008 - Jan 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- NC
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
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