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Grant Hamilton Hofer

Pensionmark Securities, LLC

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About Grant Hamilton Hofer

Grant Hamilton Hofer is a financial professional registered with Pensionmark Securities, LLC in Santa Barbara, California. Grant has been in the financial services industry since 2013. Grant holds several licenses and certifications, including Series 3, 7, 9, 10, 63 and 65. Grant's previous experience includes working for GLOBAL ATLANTIC DISTRIBUTORS, LLC in Indianapolis, Indiana.

Firm Information

Grant Hofer is currently registered with Pensionmark Securities, LLC. Pensionmark Securities, LLC is a Limited Liability Company formed on April 22, 2016. The firm is registered with the SEC and in 46 states.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Grant Hofer’s Registration & Firm History

CA

12/21/2022 - Present

Pensionmark Securities, LLC (Santa Barbara CA)

IN

04/21/2016 - 04/02/2021

GLOBAL ATLANTIC DISTRIBUTORS, LLC (Indianapolis IN)

IN

06/11/2015 - 04/12/2016

OPTIONSXPRESS, INC. (INDIANAPOLIS IN)

IN

08/13/2013 - 04/12/2016

CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)

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Licenses & Designations

IA

Issued 04/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2015

Series 4 - Registered Options Principal Examination

BC

Issued 05/12/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/02/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/03/2015

Series 3 - National Commodity Futures Examination

BC

Issued 08/13/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Grant Hamilton Hofer.
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