Francesca Passen (CRD# 7059384) is an Investment Advisor Representative working at Hobbs Group Advisors LLC in Columbia, SC and has over 2 years of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
Company Name | Location | Dates | Years |
---|---|---|---|
Hobbs Group Advisors | Columbia, SC | Sep 2021 - Current | 2 |
Hobbs Group Advisors | Columbia, SC | Mar 2020 - Aug 2021 | 1 |
University Of South Carolina | Columbia, SC | Aug 2018 - May 2021 | 2 |
Bare Minerals | Columbia, SC | Dec 2019 - Jan 2020 | < 1 |
The Main Course | Columbia, SC | Aug 2019 - Nov 2019 | < 1 |
Everhart Advisors | Dublin, OH | Dec 2018 - Aug 2019 | < 1 |
Bubbles Juice & Tea Company | Columbus, OH | Dec 2017 - Aug 2019 | 1 |
Bishop Watterson High School | Columbus, OH | Aug 2014 - May 2018 | 3 |
St Andrew School | Columbus, OH | Apr 2011 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
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Total Assets Under Management390MILLIONS
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Total Number of Accounts952ACCOUNTS
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Average Account Value$409,780
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
GA, LA, NC, SC, TX
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