Sean Hoffecker (CRD# 5926254) is an Investment Advisor Representative working at Avantra Family Wealth LLC in Mechanicsburg, PA and has over 5 years of experience in the finance industry. Sean Hoffecker 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.
CRD# 5665657
Northwestern Mutual Investment Services,llc
Score
103
CRD# 1477959
Royal Alliance Associates, Inc.
Score
101
CRD# 5954282
Msi Financial Services, Inc.
Score
100
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantra Family Wealth LLC | Mechanicsburg, PA | Jul 2017 - Current | < 1 |
| Bank Of America, N.a. | Camp Hill, PA | Jun 2013 - Jul 2017 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill, PA | May 2011 - Jul 2017 | 6 |
| University Of Pittsburgh | Pittsburgh, PA | Aug 2010 - May 2011 | < 1 |
| Carrabba's Italian Grille | Mechanicsburg, PA | Feb 2009 - May 2011 | 2 |
| Harrisburg Area Community College | Harrisburg, PA | Aug 2009 - May 2010 | < 1 |
| Trinity High School | Camp Hill, PA | Aug 2005 - May 2009 | 3 |
| Bucks County Coffee | Enola, PA | May 2007 - Feb 2009 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2012 |
- PA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
PA
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