Advisor at Capital Analysts
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Firm
Capital Analysts
Location
Sugar Land, TX 77478
Credentials
Series 63, Series 65
Industry experience
8 years
Melissa Hoffman is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Lincoln Investment and Dearborn & Creggs since 2017 and previously spent 14 years with the City of Sugar Land. Outside of her advisory role, she coaches for Fort Bend Master Swimming, serves on the Board of Directors for the Fort Bend Chamber of Commerce, and volunteers as a committee member and captain for the Houston Marathon. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a range of financial planning and investment services including advisor-managed portfolios, third-party manager access, and ERISA retirement plan advice.
Based on Capital Analysts
Based on Capital Analysts
$0+: 1.55% maximum total annual fee for CAAMS Fidelity 403(b) Program (0.30% Capital Analysts management fee + 1.25% maximum Financial Advisor fee) $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Programs $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Model and Client Custom Portfolios (fee negotiable by individual Advisor)
Fee-only: Advisory fees based on a percentage of assets under management, negotiable up to maximums (e.g., 1.25% max for Financial Advisor Fee). No commissions.
77 Sugar Creek Center Blvd, Suite 590
Sugar Land, TX 77478
Texas
Lincoln Investment
2017 - Present (9 years)
Dearborn & Creggs
2017 - Present (9 years)
UNEMPLOYED
2017 - 2017 (1 year)
City of Sugar Land
2003 - 2017 (14 years)
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Other specialized services
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