Zachary Hobby (CRD# 5723906) is an Investment Advisor Representative working at Unified Wealth Management LLC in Oldsmar, FL and has over 13 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Dimarco & Associates Cpas | Oldsmar, FL | Jun 2022 - Current | 1 |
Unified Wealth Managment LLC | Oldsmar, FL | Nov 2016 - Current | 7 |
Zachary Hobby, LLC | Tampa, FL | Jun 2010 - Current | 13 |
Mutual Trust Company Of America Securities | St. Petersburg, FL | Jan 2017 - Jan 2022 | 5 |
Various Insurance Carriers For W & R Insurance Agencies | Tampa, FL | Jun 2010 - Nov 2016 | 6 |
Waddell & Reed, Inc. | Tampa, FL | Oct 2009 - Nov 2016 | 7 |
Bni Referral Masters | Clearwater, FL | Feb 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2010 |
- FL
- TX
- VA
-
Total Assets Under Management82MILLIONS
-
Total Number of Accounts794ACCOUNTS
-
Average Account Value$102,888
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, TX, VA
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