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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Hoffman is a financial advisor with over 50 years of experience in the industry. Richard is currently registered with Grove Point Advisors, LLC and has a series 63, 51, 24, 7TO, SIE and 1. Richard has a history of working with a variety of clients, including individuals, high-net-worth individuals, pension and profit sharing plans, corporations, and charitable organizations. Richard is known for his expertise in financial planning, portfolio management, and selection of other advisors. Richard has held licenses in various states. In addition to his work with Grove Point Advisors, LLC, Richard also owns and operates a third-party administration services business for qualified retirement plans.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
12/21/2023 - Present
Grove Point Advisors, LLC (Palm PA)
PA
12/01/2003 - 02/24/2010
SECURITIES AMERICA, INC. (PALM PA)
GA
01/06/1987 - 12/02/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
01/13/1975 - 01/16/1987
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
01/01/1969 - 03/04/1977
PENNSYLVANIA FUNDS CORPORATION
NA
06/13/1974 - 08/07/1975
AMERICAN GENERAL CAPITAL DISTRIBUTORS, INC.
BC
Issued 10/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/30/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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