Clay Hoffman

Adviser/team AUM: $84,000,000

Move Details

Firm leaving Suntrust Investment Services
Firm joining Summit Brokerage Services
Adviser(s) location

Brunswick, GA

Date May 03, 2013

Latest Moves to Summit Brokerage Services

Adviser(s) Date announced
Roland F. Smith, Joan SmithApril 08, 2015
William Diener, Andrew LennerJanuary 12, 2015
Darrach BourkeNovember 25, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

Featured video

Events

Get creative: How to boost your message to prospects

Communicating with prospects can be difficult. What are some creative ways that you can enhance your messaging? Bob Huntley of Wise Counsel Wealth Management offers some ideas.

Video Spotlight

The Search for Income

Sponsored by PGIM Investments

Recommended Video

Path to growth

Latest news & opinion

E*Trade acquiring custodian Trust Company of America

Discount broker buying second-tier custodian for $275 million.

Another thousand Dow points higher, and investors yawn

Market milestones keep falling like dominoes, with 51 records broken so far this year.

LPL retains $570 million with super-OSJ deal

Kansas-based nVision Wealth will come under supervision of Chicago-based IHT Wealth Management.

How does your advisory firm stack up?

Comparing a firm's pay to the competition can point out vast flaws.

10 signs your client is cheating on you

Sure signs that clients may be on the way out the door.