Hal
Dobbs

Watercolor Financial

CRD#4827211
Investment Advisor
in Austin, TX

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About this Advisor

Hal Dobbs is a financial advisor based in Austin, Texas, working with Watercolor Financial. Hal has previously held positions at Lucien, Stirling & Gray Financial Corporation, Lucien, Stirling & Gray Advisory Group, Inc, Northwest Asset Management, and Watercolor Financial. Hal has passed the Series 66 regulatory exam and is registered to provide services in Nebraska and Texas. Currently, Hal is part of Watercolor Financial, which operates out of Austin, Texas. The firm has 3 employees and manages assets totaling $152.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Watercolor Financial includes asset-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

9600 Great Hills Trail Suite 150W
Austin, TX 78759

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Watercolor Financial Brokerage Details

Total Assets Under Management

$152,823,767

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

473

TX Average: 2,315
Average Account Size

$323,095

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Hal Dobbs Work History

2023 - Present (2 years)

Watercolor Financial

2020 - 2023 (3 years)

Northwest Asset Management

2004 - 2017 (13 years)

Lucien, Stirling & Gray Financial Corporation

2004 - 2020 (16 years)

Lucien, Stirling & Gray Advisory Group, Inc

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Disclosures

Please visit the SEC profile of Hal Dobbs 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 Watercolor Financial

Hal Dobbs
Austin, TX
Megan Poore
Austin, TX
Cathryn Grange
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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