Timothy James Hoffman
Investment adviser representative at Beacon Pointe Advisors, LLC
15 yearsExperience
1 stateRegistered in
$54.9BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Beacon Pointe Advisors, LLCJan 2022 to now
- Beacon Pointe Insurance Services, LLCJan 2022 to now
- Personal Capital Advisors CorporationOct 2019 to Jan 2022
- Fisher InvestmentsOct 2018 to Oct 2019
- David A. Noyes & CompanyDec 2017 to Oct 2018
- J.P. Morgan Securities, LLCDec 2016 to Dec 2017
- Fidelity Brokerage ServicesJun 2011 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4177715
- Firm CRD
- 119290