David
Hou
Evoke Advisors
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About this Advisor
David Hou is a financial advisor based in Los Angeles, California, working with Evoke Advisors. David has previously held positions at First Republic Securities Company, LLC, First Republic Investment Management, Inc, Evoke Wealth, LLC, and Inbalance Advisors, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Nevada, New Jersey, New York, Ohio, and Texas. Currently, David is part of Evoke Advisors, which operates out of Los Angeles, California. The firm has 1 office and 63 employees. The firm manages assets totaling $13.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Evoke Advisors includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$13,362,939,383
63
9,915
$1,347,750
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Hou Work History
Inbalance Advisors, LLC
Evoke Wealth, LLC
First Republic Securities Company, LLC
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Disclosures
Please visit the SEC profile of David Hou 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 Evoke Advisors
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, 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.
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