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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 Joe Huddleston is a financial advisor at LPL Financial LLC, a firm with over 150,000 clients and more than $463 billion in assets under management. Bobby Joe specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Bobby Joe has been working in the financial industry since 1989. Bobby Joe has a strong record of success and is committed to providing his clients with the highest level of service.
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.
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NY
01/07/2025 - Present
LPL Financial LLC (CHEEKTOWAGA NY)
NY
12/19/2018 - 06/09/2021
M&T SECURITIES, INC. (BATAVIA NY)
PA
07/06/2016 - 11/30/2018
INFINEX INVESTMENTS, INC. (Wexford PA)
MN
06/16/2015 - 06/28/2016
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
NY
09/17/2009 - 12/16/2014
LPL FINANCIAL LLC (BUFFALO NY)
NY
08/14/2009 - 09/17/2009
UVEST FINANCIAL SERVICES GROUP, INC. (LOCKPORT NY)
PA
04/17/2001 - 07/10/2009
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
OH
04/17/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
KY
04/21/1999 - 10/18/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
08/06/1994 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
10/25/1993 - 06/06/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
NJ
03/02/1989 - 10/22/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/02/1989 - 10/22/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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