Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Whitfield is a registered representative with Stephens, a firm that specializes in investment advisory services, portfolio management, and financial planning. Bobby has been in the securities industry since 1986 and has a wide range of experience in helping individuals and families reach their financial goals. Bobby is committed to providing personalized attention and expert advice to help clients make informed investment decisions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
AR
02/13/1990 - Present
Stephens (LITTLE ROCK AR)
IN
02/16/1994 - 05/21/1997
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
AZ
11/19/1989 - 03/21/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/20/1989 - 12/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/19/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/13/1987 - 03/20/1987
INVESTORS BROKERAGE SERVICES, INC.
NA
10/09/1985 - 12/01/1986
UNION FINANCIAL SERVICES, INC.
BC
Issued 10/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/05/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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