Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Richard Hofer is an investment advisor representative with Banyan Global Investment Advisors, LLC. David has been in the industry since 1990 and has experience in various financial services, including investment management, fixed insurance, and portfolio management. David has a deep understanding of the financial markets and can provide clients with tailored investment advice. David is committed to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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FL
02/13/2025 - Present
Banyan Global Investment Advisors, LLC (BOCA RATON FL)
FL
06/28/2021 - 06/14/2024
PURSHE KAPLAN STERLING INVESTMENTS (Miami Beach FL)
FL
07/11/2016 - 12/31/2020
FORTUNE FINANCIAL SERVICES, INC. (Miami Beach FL)
FL
04/24/2015 - 04/05/2016
MUTUAL SECURITIES, INC. (MIAMI FL)
FL
01/16/2015 - 03/16/2015
AMERIPRISE FINANCIAL SERVICES, INC. (FT LAUDERDALE FL)
FL
01/18/2008 - 01/20/2015
JANNEY MONTGOMERY SCOTT LLC (FT. LAUDERDALE FL)
FL
09/03/1996 - 01/31/2008
CITIGROUP GLOBAL MARKETS INC. (FT. LAUDERDALE FL)
FL
01/29/1990 - 09/17/1996
FIRST MIAMI SECURITIES, INC. (BOCA RATON FL)
IA
Issued 02/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/30/1990
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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