Unclaimed Profile

Derek Michael Hobbs

LEO H. EVART, INC.·REDWOOD CITY, California

Series 6, Series 65Clean record28 years registeredLEO H. EVART, INC.

3 LAGOON DRIVE, REDWOOD CITY, CA 94065CRD# 1619759Firm CRD# 110263

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Michael Hobbs · REDWOOD CITY, CA

Registration

CRD #1619759 · LEO H. EVART, INC. · 28 years registered

Brand Profile

Not yet started

Career History

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Nov 2014 – present

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

Jul 1997 – Dec 2008

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 65

Registration record

First registered · July 8, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEO H. EVART, INC.

CRD 110263 · SEC 801-42861

AUM

$216M

Regulatory assets under management

Employees

656 client accounts

Services offered by LEO H. EVART, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEO H. EVART, INC. →

Introduction

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Frequently Asked Questions

What services does Derek Michael Hobbs offer?

Derek Michael Hobbs specializes in Financial Planning, Investment Management. Contact their office in REDWOOD CITY, California for a consultation.

What are Derek Michael Hobbs's credentials?

Derek Michael Hobbs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Michael Hobbs located?

Derek Michael Hobbs is based in REDWOOD CITY, California, working with LEO H. EVART, INC.. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.

How does Derek Michael Hobbs charge for services?

Derek Michael Hobbs'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 LEO H. EVART, INC.?

LEO H. EVART, INC. has approximately 2 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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