Timothy Hobbs
Timothy Hobbs is a registered investment advisor at First Western Securities, INC., based in Bedford, TX, with 31 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 32 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
The fee schedule generally ranges from 1% to 3% of assets under management, not to exceed 3%.
Fee Estimator
Location
1600 Airport Freeway, Suite 302, Bedford, TX, 76022
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2014Customer Dispute
December 2008Customer Dispute
July 2007Other Business Activities
Timothy is an investment advisor representative at MDX Wealth Management and owner of Crest Retirement Planning, dedicating full-time hours to each. He also owns Crest Financial Group (about a quarter of his time) and TCH Photo (a few hours per week).
Employment History
Current Registrations
First Western Securities, INC.Broker
Mdx Wealth Management
Previous Registrations
Bournehill Investment Services, INC.Broker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Dominion Capital CorporationBroker
State Registrations1 state
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
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