Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hou is a Managing Partner at Evoke Advisors and Inbalance Advisors, LLC. David has been working in the financial services industry since 1992. David has experience in providing financial planning, portfolio management, and pension consulting services to individuals, families, and institutions. David has also been a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Goldman, Sachs & Co. David is a Registered Investment Advisor (RIA) and holds the following licenses: Series 3, 7, 22, 31, 63, and 65. David specializes in providing investment advice to high-net-worth individuals, families, institutions, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Administrtive service, financial planning, and sub-advisory fees
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2
CA
07/14/2023 - Present
Evoke Advisors (LOS ANGELES CA)
CA
03/14/2013 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
04/28/1997 - 05/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
10/21/1992 - 05/08/1997
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 03/27/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 3 - National Commodity Futures Examination
BC
Issued 03/12/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/21/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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