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Kenneth Gordon Hobbs

Clearview Investment Partners, LLC

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About Kenneth Gordon Hobbs

Kenneth Gordon Hobbs is a financial advisor and has been in the industry for over 23 years. Kenneth Gordon Hobbs is currently registered as an investment advisor representative with Clearview Investment Partners, LLC and is licensed in California and Texas. Kenneth Gordon Hobbs previously worked at UBS Financial Services Inc. and Dean Witter Reynolds Inc. Kenneth Gordon Hobbs holds the Series 7, 31 and 65 licenses.

Firm Information

Kenneth Hobbs is currently registered with Clearview Investment Partners, LLC. Clearview Investment Partners, LLC is an investment advisor registered with the SEC. They are headquartered in Costa Mesa, CA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Clearview manages approximately $94.08 million in assets for 377 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Clearview Investment Partners, LLC

3151 AIRWAY AVENUE

COSTA MESA, CA 92626

$94.08M

Assets Under Management

Not reported

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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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Kenneth Hobbs’s Registration & Firm History

CA

05/22/2009 - Present

Clearview Investment Partners, LLC (COSTA MESA CA)

CA

02/09/2001 - 05/13/2009

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

NY

07/18/1996 - 02/22/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 08/01/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/1996

Series 31 - Futures Managed Funds Examination

BC

Issued 07/17/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth Gordon Hobbs.
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