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John Djung Hoffman

Truist Advisory Services, Inc.

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About John Djung Hoffman

John Djung Hoffman is a financial advisor registered with Truist Advisory Services, Inc. in Florida. John has over 20 years of experience in the financial services industry, having worked for several other firms before joining Truist. John's experience and qualifications include holding the Series 6, 7, and 66 licenses. John has a strong track record of providing financial advice to individuals, families, and businesses. John specializes in helping clients with a wide range of financial needs, including investment management, financial planning, and retirement planning. John's clients appreciate his personalized approach to financial advising and his ability to explain complex financial concepts in a clear and concise manner. John is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

John Hoffman is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Hoffman’s Registration & Firm History

FL

09/14/2016 - Present

Truist Advisory Services, Inc. (ORLANDO FL)

MD

06/02/2009 - 07/12/2013

PNC INVESTMENTS (MOUNT AIRY MD)

MD

11/03/2008 - 12/01/2008

LINCOLN FINANCIAL SECURITIES CORPORATION (BETHESDA MD)

MD

04/18/2005 - 10/20/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCKVILLE MD)

SC

11/19/2003 - 03/07/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

DC

12/17/2001 - 11/19/2003

RIGGS SECURITIES INC. (WASHINGTON DC)

MD

04/26/1999 - 08/27/2001

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 11/14/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2008

Series 7 - General Securities Representative Examination

BC

Issued 02/11/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Djung Hoffman.
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