Best Investors Account Sign in
Inactive

Douglas Allen Cobb

Cobb Financial, LLC

Lee, NH

CRD 4729745

Claim This Profile
Employer firm

Cobb Financial, LLC CRD 129437

$8.17M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Cobb Financial, Llc

Lee, NH • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2004-01-22
  • NH RA
    APPROVED
    Since 2004-01-22

Branch Locations

Lee, NH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cobb Financial, Llc Dover NH 10/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-18
  • S65 Uniform Investment Adviser Law Examination
    2003-12-18
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Lee, NH

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor