Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Lumpkin is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lagrande, GA. Bobby is a Registered Representative and Investment Advisor Representative, and has been in the financial services industry since 2004. Bobby has experience working with clients in a number of different areas, including individual clients, corporations, and pension plans. Bobby provides financial planning, portfolio management, and other advisory services to help clients meet 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
GA
04/13/2018 - Present
Raymond James Financial Services Advisors, Inc. (LAGRANGE GA)
GA
08/24/2004 - 06/10/2008
LPL FINANCIAL CORPORATION (LAGRANGE GA)
IA
Issued 12/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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