Brian Steven Hoffman

LPL Financial LLC

20 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning

LPL Financial LLC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

26657 advisors

Number of Clients

1,676,192 clients

Average Client Portfolio

$369K average

Assets Under Management

$618.9B

Fee Structure

Minimum Investment:$1K

Location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

November 2012

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Brian is affiliated with multiple entities including Gladstone Wealth Group and Gladstone Institutional Advisory, LLC, providing investment advisory services. He also engages in tax preparation, real estate rental, and writing, dedicating varying amounts of time to each activity, ranging from minimal time to full-time.