David Russell Hoffman
Investment Adviser Representative at Dynamic
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Russell Hoffman is an investment adviser representative with Dynamic in Goodyear, AZ, where they have been registered since 2026. They have worked in the securities industry since 2024 and have been registered with 3 firms, including Forthright Capital Advisory and Lifetime Financial, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Arizona.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- JP Morgan ChaseFeb 2012 – Jun 2022Goodyear, AZ
- Fairway Independent Mortgage CoJun 2022 – Jan 2024Glendale, AZ
- Lifetime Financial, Inc.Jan 2024 – Feb 2025Goodyear, AZ
- United American MortgageJan 2024 – Feb 2025Goodyear, AZ
- Lifetime ParadigmJan 2024 – Feb 2025Goodyear, AZ
- Forthright Capital Partners LLCMar 2025 – Dec 2025Las Vegas, NV
- Forthright Capital Advisory LLCMar 2025 – Dec 2025Las Vegas, NV
- Dynamic Wealth AdvisorsJan 2026 – no end date reportedPhoenix, AZ
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Dynamic
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Customized financial planning, investment and wealth management with fully customizable portfolios, financial and retirement planning, proactive tax planning, and life insurance and long-term care solutions.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 78
- Offices listed on AdvisorFinder:
- 38
- Main office:
- Phoenix, AZ
- SEC file number:
- 801-72203
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 17, 2026
View full firm profileOther advisors at Dynamic
Showing 12 of 78 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Russell Hoffman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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