Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby E. Crouch is a financial advisor with over 15 years of experience in the financial services industry. Bobby is registered with Raymond James & Associates, Inc. and has been with the firm since June 2022. Bobby has also held positions at Wells Fargo Clearing Services, LLC, U.S. Bancorp Investments, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bobby's areas of specialization include Portfolio Management for Individuals and Businesses, Financial Planning, and Educational Seminars. Bobby holds the Series 66, SIE, and Series 7 securities licenses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
06/06/2022 - Present
Raymond James & Associates, Inc. (CHARLESTON SC)
SC
11/09/2018 - 06/10/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
TN
07/30/2018 - 10/25/2018
U.S. BANCORP INVESTMENTS, INC. (BRENTWOOD TN)
SC
10/01/2016 - 12/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
BOTH
Issued 12/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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