Joseph Hoffman, financial advisor Columbus OH
103 score

Joseph Hoffman

CRD Number: 4536580
Current Firm: Landfall Financial Advisors, Inc.
Compensation Model: Fee Only

Joseph Hoffman (CRD# 4536580) is an Investment Advisor Representative working at Landfall Financial Advisors, Inc. in Columbus, OH and has 20 years of experience in the finance industry. Joseph Hoffman 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 putclients' interests first and comply with the Financial Planning Practice Standards.  He is also a Chartered Financial Analyst (CFA)

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Professional Designations
Company Name Location Dates Years
Landfall Financial Advisors, Inc. Columbus, OH Jul 1996 - Current 22

Joseph Hoffman has no recent exams reported.
Contact Info for Joseph H. Hoffman
Phone Number:
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    13
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $664,309
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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