Courtney Hobbs
Courtney Hobbs is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in El Segundo, CA, with 5 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
El Segundo, CA
Get directionsHistory
Regulatory History (1)
Criminal
November 2010Other Business ActivitiesSells Insurance
Courtney is a consultant and provides administrative support through TPC Consultants Inc., spending minimal time on this. She is also an insurance agent doing business as Smith and Findlay, dedicating about half of her time to insurance/benefits/human resources. Finally, Courtney is a managing partner at Trinity Strategic Partners LLC, spending nearly full-time hours there.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.