Timothy Hobbs, financial advisor Bedford TX

Timothy Hobbs

CRD Number: 2531874
Current Firm: Mdx Wealth Management

Timothy Hobbs (CRD# 2531874) is an Investment Advisor Representative working at Mdx Wealth Management in Bedford, TX and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Mdx Wealth Management Sugarland, TX Aug 2017 - Current 6
Callaway Insurance Agency Bedford, TX Aug 2017 - Current 6
Bournehill Investment Services, Inc. Arlington, TX Aug 2017 - Current 6
Crest Financial Group D/b/a Crest Retirement Planning Bedford, TX May 1996 - Current 27
Summit Brokerage Services, Inc. Bedford, TX Sep 2016 - Jul 2017 < 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Jul 2017 < 1
Vsr Advisory Services, Inc. Overland Park, KS Aug 2007 - Sep 2016 9
Vsr Financial Services, Inc. Overland Park, KS May 1996 - Sep 2016 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Timothy C. Hobbs
Phone Number: 713-877-2526
Firm Website: http://mdxwealth.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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