Tobin Dennis Wills
Investment adviser representative at Optima Capital LLC
23 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$379.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Optima Capital LLCOct 2022 to now
- Optima Capital LLCMay 2019 to Jun 2020
- Royal Alliance Associates, Inc.Nov 2018 to Oct 2022
- Signator Investors, Inc.May 2016 to Nov 2018
- Zahorik Financial and Insurance Services, Inc.Oct 2003 to Oct 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1995
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 1 state (CA).
Optima Capital LLC
$379.8MAssets managed
672Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2563557
- Firm CRD
- 310146