Simon Hobbs (CRD# 7045455) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Springs, CA and has over 5 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| California Financial Partners, Inc. | Palm Springs, CA | Jan 2019 - Current | 5 |
| Lpl Financial, LLC | Palm Springs, CA | Dec 2018 - Current | 5 |
| Self Employed. Silver Ring Productions LLC | West Hollywood, CA | Sep 2017 - Dec 2018 | 1 |
| Unemployed | West Hollywood, CA | Apr 2017 - Sep 2017 | < 1 |
| Unemployed | New York, NY | Jul 2016 - Mar 2017 | < 1 |
| Cnbc Inc. | Englewood Cliffs, NJ | Aug 2009 - Jul 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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