Eric Hoffart
Eric Hoffart is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in W. Sacramento, CA, with 20 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
1300 Harbor Blvd., W. Sacramento, CA, 95691
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Regulatory History (1)
Judgment / Lien
August 2025Other Business Activities
Eric is an investment advisor to referrals from First Northern Bank, where he also works as a Vice President. He also has minimal involvement as a partner or investor in several beer garden and restaurant businesses.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
Transamerica Capital, INC.Broker
A I M Distributors, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.