Matthew Hobson, financial advisor Bend OR
93 score

Matthew Hobson

CRD Number: 5303519
Current Firm: My Legacy Advisors, LLC

Matthew Hobson (CRD# 5303519) is an Investment Advisor Representative working at My Legacy Advisors, LLC in Bend, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
My Legacy Advisors, Llc Eagle Wealth Management, Inc. Bend, OR Nov 2017 - Current < 1
United Planners Financial Services Of America Scottsdale, AZ Nov 2017 - Current < 1
Eagle Wealth Management Bend, OR Jun 2014 - Current 3
Sii Investments, Inc. Bend, OR Jul 2014 - Nov 2017 3
Sii Investments, Inc. Bend, OR Jul 2014 - Nov 2017 3
Onpoint Community Credit Union Bend, OR Dec 2011 - May 2014 2
Cuso Financial Services, LP San Diego, CA Dec 2011 - May 2014 2
Ameriprise Financial Services, Inc. Bend, OR Oct 2009 - Nov 2011 2
Timberline International, Inc. Bend, OR Jun 2001 - Sep 2009 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Matthew A. Hobson
Phone Number: 952-474-6933
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, MN, OR, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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