Unclaimed
Bobby Enoy Phakonekham is a financial advisor with Raymond James Financial Services Advisors, Inc. Bobby has been in the industry since 2006 and holds licenses in 24 states. Bobby has experience working with individual investors, businesses, and retirement plans. Bobby is committed to providing clients with personalized financial advice and investment strategies tailored to their individual needs. In addition to being a financial advisor, Bobby is also a partner at Pinnacle Asset and Pinnacle Bank. Bobby is passionate about helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
01/14/2022 - Present
Raymond James Financial Services Advisors, Inc. (Huntsville AL)
AL
10/06/2006 - 01/21/2022
WELLS FARGO CLEARING SERVICES, LLC (HUNTSVILLE AL)
MN
08/10/2005 - 03/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/10/2005 - 03/20/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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