Wells Fargo Advisors
46yrs
Top advisor by experience in Fairfield
33yrs
Robert Hoffman has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Fairfield, Connecticut. After 12 years at Ameriprise Financial Services and four years at Westport Resources Management, Robert joined LPL Financial in 2026, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 275 advisors with offices in Fairfield, and one of 257 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 12% by experience nationwide
OfficeFairfield, CT
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowLPL Financial LLCCurrent firm
- 2014 – 2026Ameriprise Financial Services, LLCPreviously
- 2010 – 2014Westport Resources Management Inc.Previously
- 2008 – 2010Sound Trust Wealth Advisors, LLCPreviously
- 2008 – 2010FSC Securities CorporationPreviously
- 2001 – 2008UBS Financial Services Inc.Previously
Contact Robert
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Robert. Fairfield, CTOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call LPL Financial at (704) 733-3300 and ask for Robert Hoffman. Robert works from the Fairfield, CT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1994, about 33 years. Top 12% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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