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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Hoffner is a financial advisor with Abound Wealth Management, LLC. Matthew is a Certified Financial Planner® professional. Matthew has been in the financial services industry since 2013. Matthew has a Series 7 and Series 66 securities license as well as a securities license in Tennessee. The firm has offices in Franklin, Tennessee.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Financial consulting services
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.
Fees for speaking engagements
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2
TN
09/27/2019 - Present
Abound Wealth Management, LLC (FRANKLIN TN)
TN
08/14/2013 - 12/11/2017
LPL FINANCIAL LLC (FRANKLIN TN)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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