Brandon
Hobson

Practicecfo Investments

CRD#6880419
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brandon Hobson is a financial advisor based in San Diego, California, working with Practicecfo Investments. Brandon has previously held positions at Silver Coast Investments LLC D/B/A Practicecfo Investments, Bridgepoint Education, Inc, Intuit, Inc, and Carefusion. Brandon has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Brandon is part of Practicecfo Investments, which operates out of San Diego, California. The firm has 9 employees and manages assets totaling $394.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Practicecfo Investments includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

13400 Sabre Springs Parkway Suite 255
San Diego, CA 92128

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Practicecfo Investments Brokerage Details

Total Assets Under Management

$394,897,704

CA Average: $7,578,581,321
Total Number of Employees

9

CA Average: 43
Total Number of Accounts

1,046

CA Average: 3,727
Average Account Size

$377,531

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Brandon Hobson Work History

2017 - Present (7 years)

Silver Coast Investments LLC D/B/A Practicecfo Investments

2016 - 2017 (1 year)

Bridgepoint Education, Inc

2015 - 2016 (1 year)

Intuit, Inc

2013 - 2015 (2 years)

Carefusion

Disclosures

Please visit the SEC profile of Brandon Hobson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Practicecfo Investments

Drew Phillips
San Diego, CA
Randy Lundy
Seattle, WA
Brandon Hobson
San Diego, CA
Andrew Northcutt
Pflugerville, TX
Paul Lipcius
San Diego, CA
Lawrence Rand
San Diego, CA
Philip Maravilla
San Diego, CA
Wesley Read
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started