Hal Bleckley Dobbs
Investment adviser representative at Watercolor Financial
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$234.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Watercolor FinancialAug 2023 to now
- Northwest Asset ManagementNov 2020 to Oct 2023
- Lucien, Stirling & Gray Advisory Group, Inc.Jul 2004 to Oct 2020
- Lucien, Stirling & Gray Financial CorporationJul 2004 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NE, TX).
Watercolor Financial
Legal name: Cbm Financial, LLC
$234.8MAssets managed
152Clients
3Advisers
3 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
- 4827211
- Firm CRD
- 327254