Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dobbis is an investment advisor representative who has been working in the financial industry since 1998. Brian is currently registered with Lord, Abbett & Co. LLC and has been with the firm since 2008. Prior to joining Lord, Abbett & Co. LLC, Brian worked for Alliance Fund Distributors, Inc. and Prudential Investment Management Services LLC. Brian is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
Impersonal investment 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
02/14/2008 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
TN
03/01/2000 - 04/10/2002
ALLIANCE FUND DISTRIBUTORS, INC. (NASHVILLE TN)
NJ
06/23/1997 - 12/07/1999
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IA
Issued 02/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Dobbis is the right advisor for you? Invested Better is here to help.
