Brian Hoffman
Brian Hoffman is a registered investment advisor at LPL Financial LLC, based in Bedminster, NJ, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1545 Us-206 Ste 300, Bedminster, NJ, 07921
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2012Other 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.
Employment History
Current Registrations
LPL Financial LLC
Gladstone Wealth Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC InvestmentsBroker
PNC Investments
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
PNC Investments
PNC InvestmentsBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 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.