Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Ray trust White is a financial advisor with over 20 years of experience in the industry. Bobby Ray trust White is currently registered with RFG Advisory, LLC and has been with the firm since 2011. Prior to joining RFG Advisory, LLC, Bobby Ray trust White was registered with LPL Financial LLC, Securities America, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and VeraVest Investments, Inc.. Bobby Ray trust White has a wide range of experience in financial planning, portfolio management, and investment advisory services. Bobby Ray trust White holds several licenses and certifications, including Series 7, Series 24, Series 51, and Series 66. Bobby Ray trust White also holds the SIE exam. Bobby Ray trust White specializes in providing financial advice to individuals, families, businesses, and retirement plans. Bobby Ray trust White is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
AL
08/08/2011 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
AL
08/08/2011 - 07/02/2018
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
AL
06/28/2004 - 08/08/2011
SECURITIES AMERICA, INC. (DECATUR AL)
IN
01/07/2004 - 06/30/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/07/2004 - 06/30/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
08/21/1998 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 09/04/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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