Erica Anne Hoffman

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 07/2007 → Present
  Raymond James & Associates
  Loves Park, IL

Previous Registrations

• 2006-02-13 → 2007-07-10
  A. G. Edwards & Sons, Inc.
  Rockford, IL
  Rockford, IL

Exams

• S66 Uniform Combined State Law Examination
  2006-02-11
• S63 Uniform Securities Agent State Law Examination
  1995-12-06

Other Names

• Erica Anne Naleid