Deborah Hobart, financial advisor Apex NC

Deborah Hobart

CRD Number: 7123806
Current Firm: Blue Water Capital Management, LLC

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®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
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
Contact Info for Deborah L. Hobart
Phone Number: 919-589-2528
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    128
    MILLIONS
  • Total Number of Accounts
    387
    ACCOUNTS
  • Average Account Value
    $330,776
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, NC, TX

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