Unclaimed Profile

Derek Michael Hobbs

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

Clean recordLEO 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Derek Michael Hobbs is a registered financial advisor based in REDWOOD CITY, California, affiliated with LEO H. EVART, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEO H. EVART, INC.

EVART, YOUNG & HOBBS INVESTMENT MANAGEMENT

AUM

$216M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1619759

Firm CRD# 110263

View on FINRA BrokerCheck →

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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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