Matthew
Hoffman
Planmember Securities Corporation
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About this Advisor
Matthew Hoffman is a financial advisor who works out of Bend, Oregon, with 2 years of relevant experience. Hoffman is on the advisory team at Planmember Securities Corporation. Throughout their career, Hoffman has worked at Royal Alliance Associates, Inc, Planmember Securities Corporation, United Financial Nw and Matthew J. Hoffman (Self Employed). Hoffman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon. Planmember Securities Corporation is a registered investment firm based in Carpinteria, CA. It has offices in 350 locations and a total of 459 financial advisors. It manages $8 billion in assets among its 67,968 accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 14 charities and foundations. Of its 67,968 client accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm has a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fees usually vary depending on which service is offered. Fees charged by Planmember Securities Corporation may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Planmember Securities Corporation Brokerage Details
$7,530,125,901
459
67,968
$110,789
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
- Educational seminars/workshops
- Other
Matthew Hoffman Work History
Matthew has been registered as a financial advisor for 2 years.*
Planmember Securities Corporation
United Financial Nw
Matthew J. Hoffman (Self Employed)
Royal Alliance Associates, 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 Matthew 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 Planmember Securities Corporation
Horseshoe Bay, TX
Mililani, HI
Carpinteria, CA
Carpinteria, CA
Carpinteria, CA
Farmingville, NY
Irvington, NY
Carpinteria, CA
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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