Mark
Hobbs

Hobbs Group Advisors LLC

CRD#4079959
Investment Advisor
in Columbia, SC

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About this Advisor

Mark Hobbs is a financial advisor based in Columbia, South Carolina, working with Hobbs Group Advisors LLC. Mark has previously held positions at Triad Advisors, The Hobbs Group, Pa, Hobbs Group Advisors, and Wealth Alliance. Mark has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Mark is part of Hobbs Group Advisors LLC, which operates out of Columbia, South Carolina. The firm has 2 offices and 8 employees. The firm manages assets totaling $390.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Hobbs Group Advisors LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1704 Laurel Street Co
Columbia, SC 29201

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Hobbs Group Advisors LLC Brokerage Details

Total Assets Under Management

$390,110,252

SC Average: $646,059,043
Total Number of Employees

8

SC Average: 13
Total Number of Accounts

952

SC Average: 661
Average Account Size

$409,780

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Mark Hobbs Work History

2006 - Present (18 years)

Hobbs Group Advisors

1999 - Present (25 years)

Wealth Alliance

1986 - Present (38 years)

The Hobbs Group, Pa

2020 - 2023 (3 years)

Triad Advisors

2006 - 2020 (14 years)

Triad Advisors

Disclosures

Please visit the SEC profile of Mark Hobbs 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 Hobbs Group Advisors LLC

Francesca Passen
Columbia, SC
Thomas Manly
Columbia, SC
Cole Krantz
Columbia, SC
Marc Murray
Columbia, SC
David Strange
Columbia, SC
Peter Pigeon
Columbia, SC
Mark Hobbs
Columbia, SC

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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