Independent Financial Advisors

Independent Financial Advisors (CRD# 121656) is a financial advisory firm headquartered in , . They manage $30,000,000 in 197 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • Average Account Value
    $152,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

MD, VA

Financial Advisors at Independent Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
David H. Hofstad
CRD#: 4568078
Cheverly, MD
90
Wealthminder
score

David Hofstad (CRD# 4568078) is an Investment Advisor Representative working at Independent Financial Advisors in Cheverly, MD and has 1 year of experience in the finance industry. David Hofstad 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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