Candice Hobbs

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 12/2011 → 02/2020
  Bank Of America
  Birmingham, AL

Other Businesses

I*2063280, Entity Type Fiduciary, Name of OBA: The Trust of B A P Address: Louisville, Kentucky, 40211 Investment Related: No Position, Title, Association: Co/Trustee Employee Start Date: 12/Nov/2024 No Hours: 1 Monthly No Hours during trading: 0 Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-11-11