Hope Wimberly Robinson
Investment adviser representative at Penn Davis Mcfarland Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm 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
Experience
10 years in the industry.
- Penn Davis Mcfarland IncSep 2022 to now
- Rgt Wealth AdvisorsJan 2019 to now
- EyAug 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Penn Davis Mcfarland Inc
$1.4BAssets managed
211Clients
6Advisers
49 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
- 7559516
- Firm CRD
- 110417