Timothy Hobbs
Timothy Hobbs is a registered investment advisor at First Western Securities, INC., based in Bedford, TX, with 31 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 28 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Western Securities charges a fee based on the value of your portfolio, ranging from 1% to 3% annually, but not exceeding 3%. This fee is paid monthly or quarterly in advance. You'll also be responsible for custodial and trading fees charged by the custodian and broker-dealer. You can end the advisory contract with advance written notice, and any prepaid fees will be refunded for the remaining period.
Location
1600 Airport Freeway, Suite 302, Bedford, TX, 76022
Get directionsHistory
Regulatory History (3)
Customer Dispute
February 2014Customer Dispute
December 2008Customer Dispute
July 2007Other Business Activities
Timothy is an investment advisor representative at MDX Wealth Management and owner of Crest Retirement Planning, dedicating full-time hours to each. He also owns Crest Financial Group (about a quarter of his time) and TCH Photo (a few hours per week).
Employment History
Current Registrations
First Western Securities, INC.Broker
Mdx Wealth Management
Previous Registrations
Bournehill Investment Services, INC.Broker
Summit Brokerage Services, INC.Broker
Summit Financial Group INC
Vsr Advisory Services
The Masters, INC.
Vsr Financial Services, INC.Broker
Dominion Capital CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.