Charles Hoffman (CRD# 2916096) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 15 years of experience in the finance industry.
CRD# 1674318
Edward Jones
CRD# 4216809
Edward Jones
CRD# 2275363
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jul 2019 - Current | 4 |
| Unemployed | Unemployed, NC | Sep 2018 - Jul 2019 | < 1 |
| Nsllc | Columbus, OH | Mar 2017 - Aug 2018 | 1 |
| Nationwide | Rockville, MD | Feb 2017 - Aug 2018 | 1 |
| Arnold Financial | Rockvile, MD | Feb 2017 - Aug 2018 | 1 |
| Nylife Securities LLC | Bethesda, MD | Aug 2016 - Jan 2017 | < 1 |
| New York Life Insurance Company | Bethesda, MD | Aug 2016 - Jan 2017 | < 1 |
| Proequities, Inc. | Silver Springs, MD | Jan 2016 - Jul 2016 | < 1 |
| Pruco Securities, LLC | Rockville, MD | Nov 2014 - Jan 2016 | 1 |
| Lincoln Financial Distributors | Radnor, PA | May 2008 - Nov 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- NC
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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, WY
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