Tobin
Wills
Optima Capital LLC
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About this Advisor
Tobin Wills is a financial advisor based in Azusa, California, working with Optima Capital LLC. Tobin has previously held positions at Signator Investors, Inc, Royal Alliance Associates, Inc, Optima Capital LLC, Transamerica Financial Advisors, Inc, and Zahorik Financial And Insurance Services, Inc. Tobin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Tobin is part of Optima Capital LLC, which operates out of Azusa, California. The firm has 3 offices and 6 employees. The firm manages assets totaling $247.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Optima Capital LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Optima Capital LLC Brokerage Details
$247,698,070
6
1,375
$180,144
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Tobin Wills Work History
Optima Capital LLC
Optima Capital LLC
Royal Alliance Associates, Inc
Signator Investors, Inc
Transamerica Financial Advisors, Inc
Zahorik Financial And Insurance Services, Inc
Disclosures
Please visit the SEC profile of Tobin Wills to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Optima Capital LLC
Portland, OR
Portland, OR
Liberty, MO
Portland, OR
Azusa, CA
Portland, OR
Liberty, MO
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