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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hoffman is a financial advisor registered in Arizona and California, with an active Investment Advisor license. David is currently associated with Lifetime Financial, Inc. and has experience with JP Morgan Chase, Fairway Independent Mortgage Co., and United American Mortgage. David has passed the Uniform Investment Adviser Law Examination (Series 65). David's firm, Lifetime Financial, Inc., is a Registered Investment Advisor (RIA) and has a total of 237 clients with a combined $42,701,009 in assets under management. David has over 20 years of experience in the financial services industry.
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.
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.
Acts as a solicitor
1
2
CA
01/24/2024 - Present
Lifetime Financial, Inc. (NEWPORT BEACH CA)
IA
Issued 10/13/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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