Dillon A. Cobb

SIMPLY HUMAN ADVISORS

Tuscola, TX

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CRD#: 5731798

Professional summary

Dillon Andrew Cobb, CFP® is a registered financial advisor currently at SIMPLY HUMAN ADVISORS located in Tuscola, Texas.

Dillon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Dillon has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Planning

Insurance Planning

Education Planning

Retirement Income Management

Comprehensive Financial Planni...

Investment Planning

Debt Management

Life Transitions

Employee and Employer Plan Ben...

Budgeting

Estate Planning

Tax Planning

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dillon Andrew Cobb'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

July 7, 2022 - Present

SIMPLY HUMAN ADVISORS

RIA

CRD#: 319482

Tuscola, TX

Past

June 6, 2018 - November 27, 2018

WILLIAM MADISON ADVISORS, INC.

RIA

CRD#: 294782

ABILENE, TX

Past

April 6, 2010 - July 23, 2018

CARTER ASSET MANAGEMENT, INC.

RIA

CRD#: 116480

ABILENE, TX

Past

December 23, 2009 - December 31, 2009

CARTER ASSET MANAGEMENT, INC.

RIA

CRD#: 116480

ABILENE, TX

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

Texas
(7/7/2022)

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: 12/22/2009

Uniform Investment Adviser Law Examination

Current Firm

SIMPLY HUMAN ADVISORS

SIMPLY HUMAN ADVISORS | SIMPLY HUMAN LLC

CRD#: 319482 / SEC#:

Texas

Registered Investment Advisory firm - (7/7/2022 Approved)

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Contact information

Main Address

Abilene, TX

Mailing Address

Phone number

(325) 238-8644

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 13,801,923

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Dillon A. Cobb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dillon Andrew Cobb's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLY HUMAN ADVISORS

WILLIAM MADISON ADVISORS, INC.

CARTER ASSET MANAGEMENT, INC.

CARTER ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2009

Current Firm

SIMPLY HUMAN ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SIMPLY HUMAN ADVISORS

TRUST BUT VERIFY

Contact information

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