Unclaimed Profile

Diane Lynn Tobin

CH INVESTMENT PARTNERS, LLC·DALLAS, Texas

Clean record8 years registeredCH INVESTMENT PARTNERS, LLC

3953 MAPLE AVENUE, DALLAS, TX 75219CRD# 3157173Firm CRD# 301481

Profile Verification

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

Identity

Diane Lynn Tobin · DALLAS, TX

Registration

CRD #3157173 · CH INVESTMENT PARTNERS, LLC · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CH INVESTMENT PARTNERS, LLC

USAA INVESTMENT MANAGEMENT COMPANY

Nov 2017 – Jun 2018

SAN ANTONIO, TX

Registrations & Exams

Registration record

First registered · November 9, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CH INVESTMENT PARTNERS, LLC

CRD 301481 · SEC 801-117353

AUM

$5.1B

Regulatory assets under management

Employees

1,146 client accounts

Services offered by CH INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CH INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Diane Lynn Tobin offer?

Diane Lynn Tobin specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Diane Lynn Tobin's credentials?

Diane Lynn Tobin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diane Lynn Tobin located?

Diane Lynn Tobin is based in DALLAS, Texas, last registered with CH INVESTMENT PARTNERS, LLC.

How does Diane Lynn Tobin charge for services?

Diane Lynn Tobin's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CH INVESTMENT PARTNERS, LLC?

CH INVESTMENT PARTNERS, LLC has approximately 39 employees and manages $5.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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