Courtney L. Hoffman
EVERPAR ADVISORS LLC | Financial Advisor
Tulsa, OK 74136
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CRD#: 6898099
Professional summary
Courtney Lynn Hoffman, CFP®, who also goes by Courtney Lynn Wulf, is a registered financial advisor currently at EVERPAR ADVISORS LLC located in Tulsa, Oklahoma.
Courtney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Courtney has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Socially Responsible Investing
Employee and Employer Plan Ben...
Investment Planning
Retirement Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Courtney Lynn Wulf
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) Name of Business: Cinco Holdings, LLC Address: 7007 E 117th St S, Bixby, OK, 74008, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chief Financial Officer (2) Name of Business: Dyman, LLC Address: 7007 E 117th St S, Bixby, OK, 74008, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 11/01/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Chief Financial Officer (3) Licensed Insurance Agent; Not Investment-Related; 2431 E 61st Street, Suite 825 Tulsa, OK, 74136; Insurance Sales; Implementations of insurance recommendations.
CRS (Client Relationship Summary) - RIA
Click below to view Courtney Lynn 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®
CFP®
Start date: 2021
Experience
Current
September 4, 2023 - Present
EVERPAR ADVISORS LLC
Office #1: 2431 E. 61st Street Suite 825, Tulsa, OK 74136RIA
CRD#: 326468
Tulsa, OK
Past
May 1, 2018 - September 7, 2023
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
TULSA, OK
Past
March 14, 2018 - September 7, 2023
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
TULSA, OK
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".
EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC
CRD#: 326468 / SEC#: 801-128638
RIA
Registered Investment Advisory firm - (8/31/2023 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
Oklahoma(9/4/2023)
IAR
Texas(9/4/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC
CRD#: 326468 / SEC#: 801-128638
RIA
Registered Investment Advisory firm - (8/31/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2431 E. 61st Street Suite 825, Tulsa, OK 74136
Mailing Address
Phone number
(918) 221-9290
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 816 |
| AUM (Assets Under Management) | $ 488,511,578 |
Red Flags
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Company Information
EVERPAR ADVISORS LLC
Financial AdvisorCRD#: 326468Tulsa, OK 74136TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
