Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bobby? Claim Your ProfileBobby Wayne Northup is a financial advisor who has been in the industry since 1986. Bobby is currently registered with Cambridge Investment Research Advisors, Inc. in Fairfield, IA and has been with them since 2005. Before Cambridge, Bobby worked at various companies including CUNA Brokerage Services, Inc., Century Investors of America, Inc., and Princor Financial Services Corporation. Bobby holds Series 6, 7, 63, and 65 securities licenses and the SIE exam. Bobby's main areas of focus are Retirement Planning, College Savings Planning, Estate Planning, Insurance, and Mutual Funds. Bobby serves clients in Alaska, Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Louisiana, Massachusetts, Minnesota, Missouri, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Wisconsin. Bobby is also a board member of Pekin Community Scholarship Fund.
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.
Solicitation fees from 3rd party money managers
1
2
IA
08/21/2019 - Present
Cambridge Investment Research Advisors, Inc. (FAIRFIELD IA)
IA
10/30/1993 - 09/18/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
01/11/1993 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
IA
01/30/1986 - 01/01/1993
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 06/02/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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