David Hou, financial advisor Los Angeles CA

David Hou

CRD Number: 1987951
Current Firm: Evoke Advisors

David Hou (CRD# 1987951) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Inbalance Advisors, LLC Los Angeles, CA Apr 2022 - Current 1
Evoke Wealth, LLC Los Angeles, CA May 2019 - Current 4
First Republic Securities Company, LLC Los Angeles, CA Apr 2017 - May 2019 2
First Republic Investment Management, Inc. Los Angeles, CA Apr 2017 - May 2019 2
First Republic Securities Company, LLC Los Angeles, CA Jan 2013 - Apr 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2013
S65 NASAA Investment Advisors Law Examination Jun 1997
Contact Info for David C. Hou
Phone Number: 424-372-1775
Registered State(s):
  • CA
  • CO
  • FL
  • NV
  • NJ
  • NY
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    10,205
    MILLIONS
  • Total Number of Accounts
    8,511
    ACCOUNTS
  • Average Account Value
    $1,199,060
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

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