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Derek Michael Hobbs

Evart, Young & Hobbs Investment Management

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About Derek Michael Hobbs

Derek Michael Hobbs is an Investment Advisor Representative who is registered with the state of California since 2014 and the state of Texas since 2022. Derek Michael Hobbs is currently employed by Evart, Young & Hobbs Investment Management. Derek Michael Hobbs has worked at Evart, Young & Hobbs Investment Management since 1998. Prior to this, Derek Michael Hobbs was registered with JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY and JOHN HANCOCK DISTRIBUTORS, INC.. Derek Michael Hobbs has a Series 6 license for Investment Company Products/Variable Contracts Representative Examination and a Series 65 license for the Uniform Investment Adviser Law Examination. Derek Michael Hobbs specializes in providing financial planning, pension consulting and portfolio management for individuals.

Firm Information

Derek Hobbs is currently registered with Evart, Young & Hobbs Investment Management. Evart, Young & Hobbs Investment Management is an investment advisor located in REDWOOD CITY, CA. They manage approximately $216,482,085 in assets. They provide services to individuals, high net worth individuals, charitable organizations, and pension and profit-sharing plans. They offer financial planning, pension consulting, and portfolio management services.
Evart, Young & Hobbs Investment Management

3 LAGOON DRIVE

REDWOOD CITY, CA 94065

$216.48M

Assets Under Management

5

Total Clients

2

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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Derek Hobbs’s Registration & Firm History

CA

05/12/2022 - Present

Evart, Young & Hobbs Investment Management (REDWOOD CITY CA)

NA

02/23/1987 - 08/26/1993

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

NA

02/23/1987 - 12/31/1989

JOHN HANCOCK DISTRIBUTORS, INC.

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Licenses & Designations

IA

Issued 11/13/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Derek Michael Hobbs.
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