Michael Dobbins, financial advisor Tahlequah OK
93 score

Michael Dobbins

CRD Number: 5496589
Current Firm: Investment Professionals, Inc.

Michael Dobbins (CRD# 5496589) is an Investment Advisor Representative working at Investment Professionals, Inc. in Tahlequah, OK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Investment Professionals Inc. San Antonio, TX Aug 2012 - Current 4
Bank Of Cherokee County Tahlequah, OK Jan 2008 - Current 8
Sorrento Pacific Financial, LLC San Diego, CA May 2008 - Aug 2012 4
Uvest Financial Services Group, Inc. Charlotte, NC Feb 2008 - May 2008 < 1
Department Of Veterans Affairs Muskogee, OK Jun 2005 - Jan 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Michael L. Dobbins
Phone Number: 210-308-8800
Firm Website: http://www.invpro.com
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    2,677
    ACCOUNTS
  • Average Account Value
    $236,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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