Derek Hobbs (CRD# 1619759) is an Investment Advisor Representative working at Evart, Young & Hobbs Investment Management in Redwood City, CA and has over 9 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evart, Young & Hobbs Investment Management | San Mateo, CA | Oct 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- CA
- TX
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts656ACCOUNTS
-
Average Account Value$330,003
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX, WA
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