David Hobbs

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About David Hobbs

David joined the financial industry in 2008. Since his joining, the markets have certainly changed, but his focus hasn't. David is hyper focused on the incredibly unique process of helping his clients work towards building wealth, saving on taxes, and financial peace. He desires that each of his clients know how to Live Confidently.

In addition to his experience, he's also a CERTIFIED FINANCIAL PLANNER^® as well as being a certified College Funding Specialist (CCFS).

Outside of work, David's an active member of his church, the President of his neighborhood association, and loves being a husband of 10 years and a dad of three children.

Interesting fact about David, his first job out of college was in Uganda, Africa.

See Disclosures

General Information

Firm Start Year

2018

No. of Employees

CRD#

5004505

Firm CRD#

288903

Insurance License#

733071

Name of Custodial Firm

TD Ameritrade, Charles Schwab, First Clearing

States Licensed in

SEC Registered in all 50 States

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Certified Financial Planner Certified College Funding Specialist Series 66 Series 63 Series 7 Series 6 Securities Industry Essential Exam Life and Health Insurance Licensed

Work with the following types of clients

Businesses, Individual Investors

Foreign Languages Serviced

English

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CCFS

Securities Licenses

Series 6, Series 7, Series 63, Series 66

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Health, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

611,667,169

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$70,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$5,000

Compensation Methods

Flat Fee, Based on Assets, Hourly

Fee % Based on Assets

Varies

Hourly Rate

Varies

Additional Details on Charges

0 - $249,999 Billed Annually at 1.35% $250,000 - $999,999 Billed Annually at 1.10% $1,000,000 - $1,999,999 Billed Annually at 0.95% $2,000,000 - $2,999,999 Billed Annually at 0.85% $3,000,000 - $4,000,000 Billed Annually at 0.75% $4,000,000 - $5,000,000 Billed Annually at 0.65% $5,000,000 - $6,000,000 Billed Annually at 0.55% $6,000,000 and up Billed Annually at 0.50%

Minimum Fee Charged for Managed Accounts

None

Minimum Fee Charged for Hourly Planning Accounts

None

Education

Business Management - Business

Taylor University
09/02/2002 -05/30/2006

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

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Disclaimer

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Paladin Research Report For:

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