Joseph Hoffman
CRD Number: 4536580Current 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)
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Landfall Financial Advisors, Inc. | Columbus, OH | Jul 1996 - Current | 27 |
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Total Assets Under Management16MILLIONS
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Total Number of Accounts21ACCOUNTS
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Average Account Value$770,120
- 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
OH
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