AH
CFP
AH
CFP

Andrew Hobbs

9 Years of Experience
Oldsmar, FL
Broker

Andrew Hobbs is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oldsmar, FL, with 9 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6696 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Oldsmar, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2020 - Present · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
March 2020 - Present · 6 yrs 7 mos
Raymond James Financial Services, INC.
March 2020 - Present · 6 yrs 7 mos
Raymond James & Associates, INC.
March 2018 - Present · 8 yrs 7 mos
Raymond James & Associates, INC.Broker
September 2017 - Present · 9 yrs 1 mo
Raymond James & Associates, INC.
September 2017 - Present · 9 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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