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Christopher M. Hoffman
BROOKSTONE WEALTH ADVISORS
Fayetteville, GA 30214
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CRD#: 5844516
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Professional summary
Christopher Marte Hoffman, who also goes by Chris Hoffman, Christopher M Hoffman, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Fayetteville, Georgia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Christopher has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chris Hoffman | Christopher M Hoffman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) HOFFMAN FINANCIAL GROUP aka Hoffman Corporation INVESTMENT RELATED; 10000 AVALON BOULEVARD, SUITE 760, ALPHARETTA, GA 30009; INSURANCE AND INVESTMENT ADVISORY; OWNER; STARTED 04/2011; 240 HOURS HOURS/MONTH DEDICATED TO THE BUSINESS; ALL HOURS DEDICATED DURING SECURITIES TRADING HOURS; INSURANCE SALES AND INVESTMENT ADVISORY SERVICES OFFERED. 2) Financial AI; Non investment related; 4330 Bancroft Vly, Alpharetta, GA 30022; Administrative technology; Founder/President; Started 01/2022; 30 Hours/Month; 30 Hours/Month devoted during securities trading hours; Oversee day/day operations as Founder/President.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Marte Hoffman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 27, 2018 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 320 West Lanier Ave Suite 150, Fayetteville, GA 30214Office #2: 3550 George Busbee Parkway Suite 450, Kennesaw, GA 30144Office #3: 3235 Satelite Blvd Building 400, Suite 300, Duluth, GA 30096Office #4: 1775 Parker Rd Se Building C, Suite 210, Conyers, GA 30094Office #5: 10000 Avalon Boulevard Suite 760, Alpharetta, GA 30009Office #6: 5 Concourse Parkway Suite 2000, Atlanta, GA 30328RIA
CRD#: 137658
Fayetteville, GA
Past
June 19, 2018 - June 5, 2019
TAYLOR CAPITAL MANAGEMENT INC.
BD
CRD#: 43559
Atlanta, GA
Past
July 14, 2014 - July 2, 2018
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
ATLANTA, GA
Past
July 14, 2014 - July 2, 2018
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
Atlanta, GA
Past
September 12, 2011 - August 12, 2014
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
ATLANTA, GA
Past
July 14, 2011 - August 12, 2014
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
ATLANTA, GA
Past
October 6, 2010 - July 13, 2011
J.P. TURNER & COMPANY, L.L.C.
BD
CRD#: 43177
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(10/28/2021)
IAR
Georgia(4/27/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES
CRD#: 137658 / SEC#: 801-67628
RIA
Registered Investment Advisory firm - (3/16/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244
SEC notice filing (52 States and Territories)
Documents
Red Flags
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Company Information
BROOKSTONE WEALTH ADVISORS, LLC
CRD#: 137658Fayetteville, GA 30214TRUST BUT VERIFY
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