Unclaimed
Robert Hoffer is an investment advisor representative with Valic Financial Advisors, Inc. Robert has been in the industry since December 2006 and holds a Series 7 and Series 66 license. Robert is registered with the state of Indiana, Michigan, Ohio, California, Arizona, Florida, Colorado, South Dakota and Texas. Robert provides financial planning services to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
IN
07/16/2019 - Present
Valic Financial Advisors, Inc. (ELKHART IN)
IN
12/12/2006 - 02/05/2009
EDWARD JONES (ELKHART IN)
BOTH
Issued 12/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Hoffer is the right advisor for you? Invested Better is here to help.