Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Paul Carder is a financial advisor registered with Truist Advisory Services, Inc. Bobby has been in the industry since 2000 and has experience with Wells Fargo Funds Distributor, LLC, Evergreen Investment Services, Inc., Wachovia Capital Markets, LLC, and Wachovia Securities, LLC. Bobby holds the Series 7 and 63 licenses and the SIE exam. Bobby is also a Chartered Financial Analyst. Bobby's specialties include financial planning, portfolio management for individuals and businesses, selection of other advisors, and publication of periodicals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
10/11/2022 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
NC
01/04/2010 - 01/25/2010
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
06/02/2006 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
07/01/2003 - 09/24/2004
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
MO
01/23/2001 - 07/01/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BC
Issued 8/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/6/2021
SIE - Securities Industry Essentials Examination
BC
Issued 1/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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