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).
Total Assets Under Management15MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$1,019,761
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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.