Raymond Hobson
Advisor at HF Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at HF Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HF Advisory Group, LLC
Location
Annapolis, MD 21401
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
31 years
Raymond Hobson is a CFP® with over 31 years of industry experience. He is currently with HF Advisory Group, LLC, where he has worked since 2020. His prior experience includes roles at the Institute For Wealth Management LLC, Institute for Wealth Advisors, and Broker Dealer Financial Services Corp. Outside of advisory work, he is involved in independent insurance sales. HF Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm utilizes modern portfolio theory and combines long- and short-term trading strategies, serving roughly 402 client relationships with approximately $250 million in discretionary assets under management.
Based on HF Advisory Group, LLC
Fixed fees for financial planning between $500 and $5,000.
$0+: 0.5% +: up to 1.75%
$250 - $650 per hour for financial planning services.
166 Defense Highway, Suite 102
Annapolis, MD 21401
Maryland · Texas
HF Advisory Group, LLC
2020 - Present (6 years)
Institute For Wealth Management LLC
2019 - 2020 (1 year)
Institute for Wealth Advisors
2017 - 2019 (2 years)
Broker Dealer Financial Services Corp
2009 - 2017 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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