Courtney Hoffman has been Managing Partner of EverPar Advisors since September 2023, is a control person of the firm and directly owns under 5% of it.
Everpar Advisors LLC is a Tulsa, OK firm with $588M under management, 250 clients and 9 advisers in one office, as of its September 2026 filing.
Courtney Hoffman’s longest registration was 5 years at Raymond James & Associates, Inc. (2018–2023). Before joining EverPar Advisors in 2023, Courtney Hoffman was registered through Raymond James & Associates, Inc.
- Raymond James & Associates, Inc.– · 5 yearsTulsa, OK · Adviser representative · Firm CRD 705
Investment adviser representative registrations
Courtney Hoffman is registered as an investment adviser representative in 2 states. Each was approved in September 2023.
- OklahomaSince 4 September 2023
- TexasSince 4 September 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 April 2018 |
| Series 7 | General Securities Representative Examination | 14 March 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Courtney Lynn Hoffman
- CRD
- 6898099
- Firm
- EverPar Advisors · CRD 326468
- Role
- Managing Partner
- Office
- 2431 E. 61ST STREET, SUITE 825, Tulsa, OK 74136
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Courtney Hoffman work?
Courtney Hoffman has been Managing Partner of Everpar Advisors LLC since September 2023, and is a control person of the firm.
Is Courtney Hoffman a financial advisor?
Yes. Courtney Hoffman has a current investment-adviser registration in Oklahoma and Texas, through EverPar Advisors since September 2023.
How many years of experience does Courtney Hoffman have?
Courtney Hoffman has 8 years in the financial industry, since March 2018, across 2 adviser firms.
What exams has Courtney Hoffman passed?
Courtney Hoffman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Courtney Hoffman with the SIE, which began in October 2018.
Where is Courtney Hoffman based?
Courtney Hoffman’s registered office is in Tulsa, OK.
Is Courtney Hoffman registered with FINRA?
No. Courtney Hoffman has no current broker registration.
How can I verify Courtney Hoffman’s record?
Search CRD 6898099 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtney Hoffman’s full registration record.
- Christopher MortaraChief Compliance Officer
- Michael ChristianManaging Partner
- David EllisManaging Partner
- Timothy KoskiManaging Partner
- Craig SilbergManaging Partner