Charles Hoffman, financial advisor Wilson NC

Charles Hoffman

CRD Number: 2916096
Current Firm: Edward Jones

Charles Hoffman (CRD# 2916096) is an Investment Advisor Representative working at Edward Jones in Wilson, NC and has over 14 years of experience in the finance industry.

Similar Advisors
Amy Adams, financial advisor Wilson NC
Amy H. Adams
CRD# 6381573
Lpl Financial LLC
Similar Advisors
Donald Adkins, financial advisor Wilson NC
Donald M. Adkins
CRD# 1674318
Edward Jones
Similar Advisors
Thomas Alston, financial advisor Wilson NC
Thomas P. Alston
CRD# 712055
Wells Fargo Clearing Services, LLC
Company Name Location Dates Years
Edward Jones St Louis, MO Jul 2019 - Current 3
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
Contact Info for Charles H. Hoffman
Phone Number: 314-515-2000
Registered State(s):
  • MO
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.