Daniel P. Dobbins

DOBBINS CAPITAL MANAGEMENT

Taylor, MI 48180-4044

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CRD#: 1385636

Professional summary

Daniel Pierce Dobbins is a registered financial advisor currently at DOBBINS CAPITAL MANAGEMENT located in Taylor, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Daniel has worked at 9 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT. GLENN DOBBINS AGENCY INC. PROPERTY & CASUALTY. 20HRS/WEEKDAYS. 6HRS/EVENING&WEEKEND FROM BUSINESS ADDRESS SINCE 3/1975. 2)ACTIVE ATTORNEY - ESTATE PLANNING/TRUSTS, GENERAL CORPORATE LAW. 6HRS/WEEKDAYS. 4HRS/EVENING&WEEKEND FROM BUSINESS ADDRESS SINCE 12/1995.OWNER OF RENTAL REAL ESTATE FROM 23755 GODDARD RD TAYLOR, MI 48180 1 WEEKDAY AND 2 EVENING/WEEKEND HOURS STARTED 09/1982.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Pierce Dobbins's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 12, 2013 - Present

DOBBINS CAPITAL MANAGEMENT

Office #1: 23755 Goddard Rd, Taylor, MI 48180-4044

RIA

CRD#: 166706

Taylor, MI

Past

December 21, 2010 - December 14, 2012

NEW ENGLAND SECURITIES

RIA

CRD#: 615

TOLEDO, OH

Past

December 11, 2010 - December 14, 2012

NEW ENGLAND SECURITIES

CRD#: 615

TOLEDO, OH

Past

July 2, 2010 - September 28, 2010

NEW ENGLAND SECURITIES

RIA

CRD#: 615

TAYLOR, MI

Past

July 13, 2006 - September 28, 2010

NEW ENGLAND SECURITIES

CRD#: 615

TAYLOR, MI

Past

September 3, 2004 - June 19, 2006

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

December 12, 2002 - July 14, 2004

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

December 19, 2000 - October 16, 2002

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

February 23, 1998 - December 31, 2000

LOCUST STREET SECURITIES, INC.

CRD#: 1703

DES MOINES, IA

Past

November 8, 1995 - December 31, 1997

SIGMA FINANCIAL CORPORATION

CRD#: 14303

ANN ARBOR, MI

Past

March 8, 1990 - November 10, 1995

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

LARGO, FL

Past

July 23, 1985 - March 6, 1990

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(6/12/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/7/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/3/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/20/1985

General Securities Representative Examination

Current Firm

DOBBINS CAPITAL MANAGEMENT

DOBBINS CAPITAL MANAGEMENT | GLENN DOBBINS AGENCY INC

CRD#: 166706 / SEC#:

Michigan

Registered Investment Advisory firm - (5/29/2013 Approved)

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Contact information

Main Address

23755 Goddard Rd, Taylor, MI 48180-4044

Mailing Address

Phone number

(734) 287-6161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 182,080

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel P. Dobbins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Pierce Dobbins's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

EQUITABLE ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, INC.

USALLIANZ SECURITIES, INC.

LOCUST STREET SECURITIES, INC.

SIGMA FINANCIAL CORPORATION

MARINER FINANCIAL SERVICES, INC.

TOWER SQUARE SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/7/2010

Series 63

Date: 9/3/1985

Series 7

Date: 7/20/1985

Current Firm

DOBBINS CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DOBBINS CAPITAL MANAGEMENT

TRUST BUT VERIFY

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