Unclaimed
Neal Kanth Bobba is a financial advisor at Empower Advisory Group, LLC, based in Austin, TX. Neal holds Series 7TO, Series 63 and Series 66 licenses. Neal has been working in the financial services industry since July 2023 and is licensed in 45 states. Neal specializes in providing financial planning and portfolio management services for individuals, and educational seminars. Neal has a strong track record of providing exceptional service to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
TX
04/09/2024 - Present
Empower Advisory Group, LLC (Austin TX)
BOTH
Issued 04/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Neal Bobba is the right advisor for you? Invested Better is here to help.