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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby J Thibodeaux is a financial advisor with Cetera Investment Advisers LLC. Bobby has been in the industry since 2014. Bobby has a Series 7 and a Series 66 license and is registered in Kentucky, Massachusetts, Missouri, Pennsylvania and Texas. Bobby has experience working with Edward Jones, LPL Financial LLC and Cetera Investment Services LLC. Bobby specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Bobby's clients include individuals other than high-net-worth, high-net-worth individuals, charitable organizations, pension and profit-sharing plans and corporations or other businesses.
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 12/3/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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