Deborah Hobart (CRD# 7123806) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in Apex, NC and has over 5 years of experience in the finance industry. Deborah Hobart has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Blue Water Capital Management, LLC | San Diego, CA | May 2019 - Current | 5 |
Coty Inc. | Sanford, NC | Apr 2017 - Apr 2019 | 2 |
Safariland | Jacksonville, FL | Dec 2015 - Mar 2017 | 1 |
Homemaker | Fairfax, VA | Jun 2015 - Nov 2015 | < 1 |
Fannie Mae | Washington, DC | Jun 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- NC
-
Total Assets Under Management128MILLIONS
-
Total Number of Accounts387ACCOUNTS
-
Average Account Value$330,776
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, NC, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.