Invested Better
Unclaimed

Unclaimed

Unclaimed

Deborah Lynn Hobart

Blue Water Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Deborah? Claim Your Profile

About Deborah Lynn Hobart

Deborah Hobart is a registered investment advisor representative with Blue Water Capital Management, LLC. Deborah has been with Blue Water Capital Management since May 2019 and has a total of 3 years of experience in the securities industry. Deborah is a certified financial planner. Deborah holds a Series 65 license.

Firm Information

Deborah Hobart is currently registered with Blue Water Capital Management, LLC. Blue Water Capital Management, LLC is a registered investment advisor based in Apex, NC. They provide financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. The firm manages approximately $140,645,551 in assets, with the majority under discretionary management. They are also available to select other advisors for their clients.
Blue Water Capital Management, LLC

315 S. SALEM STREET

APEX, NC 27502

$140.65M

Assets Under Management

9

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Deborah Hobart’s Registration & Firm History

NC

05/23/2019 - Present

Blue Water Capital Management, LLC (Apex NC)

Not sure if Deborah Lynn Hobart is right for you?

Licenses & Designations

IA

Issued 05/14/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Deborah Lynn Hobart.
Not sure if Deborah Lynn Hobart is right for you?