Backoff Financial Services

Backoff Financial Services (CRD# 122043) is a financial advisory firm headquartered in Reno, NV. They manage $15,296,422 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Backoff Financial Services
Showing 1 - 1 of 1 top financial advisors.
James S. Backoff
CRD#: 4627409
4005 Nemaha Creek Court, Reno, NV 89509

James Backoff (CRD# 4627409) is an Investment Advisor Representative working at Backoff Financial Services in Reno, NV and has 1 year of experience in the finance industry. James Backoff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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