Carol Hoffman, financial advisor Silverdale WA
96 score

Carol Hoffman

CRD Number: 6123048
Current Firm: Navy Federal Brokerage Services LLC

Carol Hoffman (CRD# 6123048) is an Investment Advisor Representative working at Navy Federal Brokerage Services LLC in Silverdale, WA and has over 5 years of experience in the finance industry. Carol Hoffman 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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Professional Designations
Company Name Location Dates Years
Navy Federal Brokerage Services, LLC Silverdale, WA Nov 2017 - Current < 1
Navy Federal Financial Group, LLC Silverdale, WA Nov 2017 - Current < 1
First Command Financial Planning, Inc. Fort Worth, TX Feb 2013 - Nov 2017 4
First Command Financial Services, Inc. Fort Worth, TX Feb 2013 - Nov 2017 4
First Command Advisory Services Fort Worth, TX Feb 2013 - Nov 2017 4
First Command Fort Worth, TX Sep 2012 - Feb 2013 < 1
Es Seattle Inc. Seattle, WA May 2011 - Sep 2012 1
Microsoft Corp Redmond, WA Dec 2009 - May 2011 1
Microsoft Corp Redmond, WA May 2008 - Dec 2009 1
Home Project Pros LLC Seattle, WA Mar 2007 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2012
Contact Info for Carol D. Hoffman
Phone Number: 7032061320
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    186
    MILLIONS
  • Total Number of Accounts
    1,688
    ACCOUNTS
  • Average Account Value
    $110,453
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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