BH

Bennie T. Hobson

SPRINGLAKE FINANCIAL PARTNERS
FRANKLIN, TN
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CRD#: 5825484
BH

Professional summary


Bennie Travis Hobson, CFP® is a registered financial advisor currently at SPRINGLAKE FINANCIAL PARTNERS located in Franklin, Tennessee.

Bennie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bennie has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Bennie Travis Hobson'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®

Experience


Current

December 17, 2024 - Present

SPRINGLAKE FINANCIAL PARTNERS

RIA
CRD#: 334134
FRANKLIN, TN
Past

July 2, 2013 - November 1, 2024

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Franklin, TN
Past

November 10, 2010 - November 1, 2024

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Franklin, TN

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
Tennessee
(12/17/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


SF
SPRINGLAKE FINANCIAL PARTNERS
SPRINGLAKE FINANCIAL PARTNERS | TH FINANCIAL, LLC

CRD#: 334134 / SEC#:

Tennessee
Registered Investment Advisory firm - (12/16/2024 Approved)
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Contact information


Main Address
Franklin, TN
Mailing Address
Phone number
(615) 659-0220
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts80
AUM (Assets Under Management)$ 40,034,190

Red Flags


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Company Information


SPRINGLAKE FINANCIAL PARTNERS

CRD#: 334134Franklin, TN

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