AH
CFP
AH
CFP

Andrew Keith Hoffman

28 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$611K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$75K
Loading...

Location

72096 Ramos Avenue, Suite D, Covington, LA, 70433

Get directions

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.

Learn about disclosures →
Other Business Activities

Andrew works as a Certified Divorce Financial Analyst, assisting divorcing clients and their attorneys with financial settlements and court orders. This activity takes about half of Andrew's time.

Employment History
Current Registrations
Beam Wealth Advisors, INC.
October 2007 - Present · 18 yrs 4 mos
Previous Registrations
Securities America, INC.Broker
July 2015 - April 2022 · 6 yrs 9 mos
LPL Financial LLCBroker
September 2009 - July 2015 · 5 yrs 10 mos
Mutual Service CorporationBroker
September 1999 - September 2009 · 10 yrs
Banc One Securities CorporationBroker
October 1998 - October 1999 · 1 yr
Nylife Securities INC.Broker
April 1997 - October 1998 · 1 yr 6 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.