Tobin Wills (CRD# 2563557) is an Investment Advisor Representative working at Optima Capital LLC in Azusa, CA and has over 29 years of experience in the finance industry. Tobin Wills has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5781614
Awm Capital, LLC
CRD# 6724246
Modern Assets, LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Optima Capital LLC | Azusa, CA | Oct 2022 - Current | 1 |
| Royal Alliance Associates, Inc. | South Pasadena, CA | Nov 2018 - Oct 2022 | 3 |
| Zahorik Financial And Insurance Services, Inc. | South Pasadena, CA | Oct 2003 - Oct 2022 | 19 |
| Optima Capital LLC | South Pasadena, CA | May 2019 - Jun 2020 | 1 |
| Signator Investors, Inc. | Pasadena, CA | May 2016 - Nov 2018 | 2 |
| Transamerica Financial Advisors, Inc. | Los Angeles, CA | Oct 2003 - May 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1995 |
- CA
-
Total Assets Under Management248MILLIONS
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Total Number of Accounts1,375ACCOUNTS
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Average Account Value$180,144
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, CO, IA, KS, MO, OR, TX, WA
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