Steven
Hoffman
Ip Financial Advisory Services LLC
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About this Advisor
Steven Hoffman is a financial advisor based in Charlotte, North Carolina, with a total of 3 years of relevant experience. Hoffman is on the advisory team at Ip Financial Advisory Services LLC. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Backproject Corporation, Heartland Institute Of Financial Education, Hife College Planning, Rental Properties, Real Estate Broker, Innovation Partners LLC, Hegemon Group International, Sunnyvale-Cupertino Adult School and Ip Financial Advisory Services. Hoffman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California and Oklahoma. Ip Financial Advisory Services LLC is an advisory company based out of Charlotte, NC. It has offices in 28 locations and a total of 92 employees. It handles $251 million in assets under management across its 2,025 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Ip Financial Advisory Services LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely are based on the type of financial services offered. However, fee types charged by Ip Financial Advisory Services LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ip Financial Advisory Services LLC Brokerage Details
$250,478,648
92
2,025
$123,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Steven Hoffman Work History
Steven has been registered as a financial advisor for 3 years.*
Ip Financial Advisory Services
Innovation Partners LLC
Sunnyvale-Cupertino Adult School
Heartland Institute Of Financial Education
Hife College Planning
Backproject Corporation
Real Estate Broker
Rental Properties
Transamerica Financial Advisors, Inc
Hegemon Group International
Transamerica Financial Advisors, Inc
World Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Hoffman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ip Financial Advisory Services LLC
Irvine, CA
Miami, FL
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Northport, AL
Dagsboro, DE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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