Sean Hoffecker, financial advisor Mechanicsburg PA
96 score

Sean Hoffecker

CRD Number: 5926254
Current Firm: Avantra Family Wealth LLC

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.

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Professional Designations
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
Contact Info for Sean T. Hoffecker
Phone Number: (717) 276-1501
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

PA

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

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