Unclaimed
Bobby Jack Impson is a financial advisor with LPL Financial LLC, located in Tulsa, Oklahoma. Bobby has been in the financial industry since May 29, 1996. Bobby has been with LPL Financial LLC since November 29, 2017. Prior to that, Bobby was with NATIONAL PLANNING CORPORATION and ING FINANCIAL PARTNERS, INC. Bobby holds the Series 63, Series 6 and SIE licenses. Bobby is registered in Oklahoma, Missouri, Kansas and New Mexico.
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.
Consulting and other non-discretionary advisory services
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
OK
11/29/2017 - Present
LPL Financial LLC (TULSA OK)
OK
09/09/2011 - 11/29/2017
NATIONAL PLANNING CORPORATION (TULSA OK)
OK
05/30/1996 - 09/09/2011
ING FINANCIAL PARTNERS, INC. (TULSA OK)
BC
Issued 04/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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