David Hobbs
David Hobbs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dallas, TX, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3838 Oak Lawn Avenue, Suite 1420, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is an owner of APG Wealth Management and the CEO of Hobbs Wealth Management, both financial advisory businesses, dedicating minimal time to each. He is also the CEO of The Art Menu, LLC, overseeing business operations and dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 states
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