Robert Hoffman
Robert Hoffman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mt Laurel, NJ, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
533 Fellowship Road, Suite 200, Mt Laurel, NJ, 08054
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert works as a financial advisor for Fulton Bank and Fulton Financial Advisors, dedicating about half of his time to each. He also works as an agent for Specific Solutions selling life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Commerce Capital Markets, INC.
Essex National Securities, INC.Broker
Commerce Capital Markets, INC.Broker
State Registrations17 states
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