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Courtney Lynn Hoffman

EVERPAR ADVISORS LLC·TULSA, Oklahoma
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2431 E. 61ST STREET, TULSA, OK 74136CRD# 6898099Firm CRD# 326468
01

About

Courtney Lynn Hoffman is a registered financial advisor based in TULSA, Oklahoma, affiliated with EVERPAR ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC
AUM
$406M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at EVERPAR ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6898099
Firm CRD# 326468
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Courtney Lynn Hoffman offer?
Courtney Lynn Hoffman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TULSA, Oklahoma for a consultation.
What are Courtney Lynn Hoffman's credentials?
Courtney Lynn Hoffman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Courtney Lynn Hoffman located?
Courtney Lynn Hoffman is based in TULSA, Oklahoma, working with EVERPAR ADVISORS LLC. Their office serves clients in the TULSA metropolitan area and surrounding communities.
How does Courtney Lynn Hoffman charge for services?
Courtney Lynn Hoffman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EVERPAR ADVISORS LLC?
EVERPAR ADVISORS LLC has approximately 8 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EVERPAR ADVISORS LLC

Timothy T Koski
TULSA, OK
Craig Robert Silberg
TULSA, OK
David C Ellis
TULSA, OK
Michael David Christian
TULSA, OK

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oklahoma
OKLAHOMA CITY (232)BARTLESVILLE (28)EDMOND (25)DURANT (6)ARDMORE (5)BETHANY (4)PONCA CITY (4)CLINTON (3)GROVE (2)STILLWATER (1)
City Guides
OKLAHOMA CITY GuideBARTLESVILLE GuideEDMOND GuideDURANT GuideARDMORE Guide
Research
Advisor Fees in OklahomaNational Fee Analysis
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