Derrick Hobbs, financial advisor Bethesda MD
73 score

Derrick Hobbs

CRD Number: 5386724
Current Firm: Advice And Planning Services

Derrick Hobbs (CRD# 5386724) is an Investment Advisor Representative working at Advice And Planning Services in Bethesda, MD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Bethesda, MD Sep 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Bethesda, MD Sep 2015 - Current 1
Td Ameritrade Bethesda, MD Apr 2013 - Oct 2015 2
T. Rowe Price Advisory Services, Inc. Mclean, VA Apr 2010 - Mar 2013 2
T. Rowe Price Investment Services, Inc. Mcclean, VA Jul 2007 - Mar 2013 5
Student Towson, MD Aug 2002 - Jul 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Derrick K. Hobbs
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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