Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Thomas is a registered investment advisor representative with Equitycompass Investment Management, LLC. Bobby has been in the industry since June 2007. Bobby is registered in Maryland. The firm's main office is located in Baltimore, MD. Equitycompass Investment Management, LLC provides portfolio management for individuals, businesses and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MD
09/08/2010 - Present
Equitycompass Investment Management, LLC (BALTIMORE MD)
MD
06/28/2007 - 07/01/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
IA
Issued 09/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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