Timothy James Hoffman

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → 12/2016
  Fidelity Brokerage Services
  Schaumburg, IL
• 12/2016 → 12/2017
  J.P. Morgan Securities, Llc
  Schaumburg, IL
• 12/2017 → 10/2018
  David A. Noyes & Company
  Elgin, IL
• 10/2018 → 10/2019
  Fisher Investments
  Camas, WA
• 10/2019 → 01/2022
  Personal Capital Advisors Corporation
  Elgin, IL
• 01/2022 → Present
  Beacon Pointe Advisors, Llc
  Plano, TX
• 01/2022 → Present
  Beacon Pointe Insurance Services, Llc
  Plano, TX

Previous Registrations

• 2019-10-21 → 2022-01-05
  Personal Capital Advisors Corporation
  Elgin, IL
  Greenwood Village, CO
• 2018-10-17 → 2019-08-12
  Fisher Investments
  Elgin, IL
  Plano, TX
• 2017-12-20 → 2018-10-30
  Sanctuary Advisors, Llc
  Elgin, IL
  Miami, FL
• 2016-12-15 → 2018-01-03
  J.P. Morgan Securities Llc
  Schaumburg, IL
  Streamwood, IL
  Hanover Park, IL
  Bartlett, IL
  Elgin, IL
  Elgin, IL
• 2011-08-02 → 2016-12-14
  Strategic Advisers Llc
  Westlake, TX
  Schaumburg, IL
• 2010-08-02 → 2011-05-31
  Td Ameritrade, Inc.
  Southlake, TX
• 2010-08-02 → 2011-05-31
  Td Ameritrade Investment Management, Llc
  Southlake, TX
• 2002-03-29 → 2010-07-09
  Strategic Advisers Llc
  Westlake, TX
• 2005-04-26 → 2007-03-28
  Fidelity Personal Trust Company, Fsb
  Westlake, TX

Other Businesses

Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 01/2022; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S66 Uniform Combined State Law Examination
  2002-01-29
• S63 Uniform Securities Agent State Law Examination
  2000-08-23

Other Names

• Tj Hoffman