Unclaimed
Bobby J Thibodeaux is a financial advisor at Cetera Investment Advisers LLC. Bobby is a Registered Representative (Series 7 & 66) and holds the SIE designation. Bobby has been in the financial industry since 2014. Bobby J Thibodeaux has worked for several firms in the past including Edward Jones, Cetera Investment Services LLC, and LPL Financial LLC. Bobby specializes in working with high-net-worth individuals, corporations, and other businesses, pension and profit sharing plans, and charitable organizations.
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.
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.
1
2
TX
03/08/2021 - Present
Cetera Investment Advisers LLC (LA GRANGE TX)
TX
05/15/2019 - 03/09/2021
LPL FINANCIAL LLC (BELLVILLE TX)
TX
02/25/2016 - 04/26/2019
CETERA INVESTMENT SERVICES LLC (LAGRANGE TX)
TX
09/09/2014 - 02/22/2016
EDWARD JONES (HALLETTSVILLE TX)
BOTH
Issued 12/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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