Hal
Dobbs
Watercolor Financial
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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
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Office Location
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Watercolor Financial Brokerage Details
$152,823,767
3
473
$323,095
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Hal Dobbs Work History
Watercolor Financial
Northwest Asset Management
Lucien, Stirling & Gray Financial Corporation
Lucien, Stirling & Gray Advisory Group, Inc
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
Austin, TX
Austin, TX
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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