professional profile
Courtney Lynn Hoffman, CFP
Overview
Courtney Lynn Hoffman is an insurance agent and an investment adviser representative based in Tulsa, OK, with 8 years in the industry.
- Years in the industry
- 8
- States licensed
- 2
- States registered
- 2
- Carrier appointments
- 5
Contact
2 business emails and 4 phone numbers on file
Registrations and licenses
- Licensed in 2 states
- Registered in 2 states
3 lines of authority, with every state and its dates
Firms
- Everpar Advisors LLCCurrent firm
Employment history since 2018
Carriers
5 active carrier appointments
Book and practice
Firm assets under management on file
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