Walter Hoffman (CRD# 1695594) is an Investment Advisor Representative working at Hoffman Financial Consultants in Belcamp, MD and has over 36 years of experience in the finance industry.
CRD# 2763082
Mml Investors Services, LLC
CRD# 5690805
T. Rowe Price Associates, Inc.
CRD# 3068985
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Belcamp, MD | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Phoenix, AZ | Jan 2009 - Current | 15 |
| Unemployed | Fallston, MD | Jan 1987 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1987 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1998 |
- MD
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts7ACCOUNTS
-
Average Account Value$135,714
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
MD
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