David
Hobbs
Wealth Advisory Solutions, LLC
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About this Advisor
David Hobbs is a certified financial planner who works in Indianapolis, Indiana with a total of 4 years of industry experience. Hobbs is currently employed by Wealth Advisory Solutions, LLC. Over the course of their career, they have held roles at Lpl Financial LLC, Charter Advisory Corporation, Lincoln Financial, Linsco Private Ledger, Wealth Advisory Solutions (Hobbs Wealth Dba), Hobbs Wealth Management, LLC and Lincoln. Hobbs holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can operate in Indiana. Wealth Advisory Solutions, LLC is a business based out of Indianapolis, IN. The investment advisory business has offices in nine locations and a total of 19 advisors. It controls $667 million in assets under management among its 2,894 accounts, placing it among the larger investment advisory firms in the nation by assets under management. The firm provides financial advice to two charities and foundations. Of its 2,894 client accounts, just 13% belong to high-net-worth investors who have at least $1 million in assets available to invest. Wealth Advisory Solutions, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees charged by Wealth Advisory Solutions, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Advisory Solutions, LLC Brokerage Details
$667,135,130
19
2,894
$230,524
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Hobbs Work History
David has been registered as a financial advisor for 4 years.*
Hobbs Wealth Management, LLC
Wealth Advisory Solutions (Hobbs Wealth Dba)
Charter Advisory Corporation
Lpl Financial LLC
Linsco Private Ledger
Lincoln Financial
Lincoln
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Hobbs 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 Wealth Advisory Solutions, LLC
Indianapolis, IN
Indianapolis, IN
Indianapolis, IN
Zionsville, IN
Zionsville, IN
Indianapolis, IN
Indianapolis, IN
Zionsville, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
