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Steven Brent Hobbs

Managed Financial Services Corp. Inc.

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About Steven Brent Hobbs

Steven Brent Hobbs is a registered investment advisor representative with Managed Financial Services Corp. Inc. Steven has been in the industry since 1999. Steven is registered in Texas and has passed the Series 63, Series 6 and Series 65 exams. Steven has been associated with Managed Financial Services Corp. Inc. since October 1999. Previously, Steven was associated with MANAGED FINANCIAL BROKER SERVICES, L.L.C. and SECURITIES SERVICE NETWORK, INC.

Firm Information

Steven Hobbs is currently registered with Managed Financial Services Corp. Inc.. Managed Financial Services Corp. Inc. is an investment advisor registered with the SEC. It provides portfolio management for individuals and has approximately $56.7 million in regulatory assets under management. The firm has 2 investment advisor representatives and manages assets for 358 clients.

$56.66M

Assets Under Management

Not reported

Total Clients

7

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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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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percentage of assets

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

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Steven Hobbs’s Registration & Firm History

TX

04/13/2001 - Present

Managed Financial Services Corp. Inc. (HOUSTON TX)

TX

10/14/2002 - 12/14/2009

MANAGED FINANCIAL BROKER SERVICES, L.L.C. (HOUSTON TX)

TN

12/13/1999 - 12/03/2002

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 12/15/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/10/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Brent Hobbs.
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