Unclaimed Profile

Tobin Dennis Wills

OPTIMA CAPITAL LLC·HILLSBORO, Oregon

SIE, Series 7, Series 24, Series 31, Series 52TO, Series 62, Series 63, Series 65, Series 79TOCFPClean record21 years registeredOPTIMA CAPITAL LLC

1915 NE STUCKI AVE, HILLSBORO, OR 97006CRD# 2563557Firm CRD# 310146

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tobin Dennis Wills · HILLSBORO, OR

Registration

CRD #2563557 · OPTIMA CAPITAL LLC · 21 years registered

Brand Profile

Not yet started

Career History

OPTIMA CAPITAL LLC

Oct 2022 – present

OPTIMA CAPITAL LLC

Nov 2019 – Jun 2020

SOUTH PASADENA, CA

ROYAL ALLIANCE ASSOCIATES, INC.

Nov 2018 – Oct 2022

SOUTH PASADENA, CA

SIGNATOR INVESTORS, INC.

May 2016 – Nov 2018

SOUTH PASADENA, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Sep 2009 – May 2016

PASADENA, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jan 2005 – Sep 2009

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 52TO

Series 62

Series 63

Series 65

Series 79TO

Registration record

First registered · January 31, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIMA CAPITAL LLC

CRD 310146 · SEC 801-120712

AUM

$248M

Regulatory assets under management

Employees

1,375 client accounts

Services offered by OPTIMA CAPITAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OPTIMA CAPITAL LLC →

Introduction

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Frequently Asked Questions

What services does Tobin Dennis Wills offer?

Tobin Dennis Wills specializes in Financial Planning, Investment Management. Contact their office in HILLSBORO, Oregon for a consultation.

What are Tobin Dennis Wills's credentials?

Tobin Dennis Wills holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tobin Dennis Wills located?

Tobin Dennis Wills is based in HILLSBORO, Oregon, working with OPTIMA CAPITAL LLC. Their office serves clients in the HILLSBORO metropolitan area and surrounding communities.

How does Tobin Dennis Wills charge for services?

Tobin Dennis Wills's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMA CAPITAL LLC?

OPTIMA CAPITAL LLC has approximately 6 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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