EH
EH

Erica Hoffman

30 Years of Experience
Loves Park, IL
Broker

Erica Hoffman is a registered investment advisor at Raymond James & Associates, INC., based in Loves Park, IL, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4443 Marsh Hawk Drive, Loves Park, IL, 61111

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2007 - Present · 18 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2007 - Present · 18 yrs 10 mos
Previous Registrations
A. G. Edwards & Sons, INC.
February 2006 - July 2007 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
December 1995 - July 2007 · 11 yrs 7 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Erica Hoffman - Financial Advisor | TrueAdvisor