David Charles Hobbs
Investment adviser representative at Hobbs Wealth Management
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$146.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hobbs Wealth Management, LLCJul 2022 to now
- Wealth Advisory Solutions (hobbs Wealth dba)Mar 2019 to Oct 2023
- Charter Advisory CorporationJul 2018 to Mar 2019
- Linsco Private LedgerJan 2016 to Feb 2019
- LPL Financial LLCJan 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (IN, LA, TX).
Hobbs Wealth Management
Legal name: Hobbs Wealth Management, LLC
$146.7MAssets managed
194Clients
1Advisers
1 yearIn 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
- 5004505
- Firm CRD
- 325374