Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby James Conville is an investment advisor representative with Raymond James & Associates, Inc. Bobby has been in the financial services industry since 1992 and has been registered with the Securities and Exchange Commission (SEC) since 2008. Bobby is also a licensed insurance agent in the state of Louisiana. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 9, 10, 63, and SIE licenses. Bobby specializes in providing financial planning and investment management services to individuals, families, and businesses. In addition to his work at Raymond James, Bobby is a notary public in Lincoln Parish, Louisiana.
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.
Please see note in schedule d - miscellaneous
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
LA
04/28/2021 - Present
Raymond James & Associates, Inc. (Ruston LA)
LA
01/01/2008 - 04/21/2021
WELLS FARGO CLEARING SERVICES, LLC (RUSTON LA)
LA
03/30/1992 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RUSTON LA)
BC
Issued 04/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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