Edward Shobe, financial advisor Baton Rouge  LA
83 score

Edward Shobe

CRD Number: 1134702
Current Firm: Shobe & Associates, Inc.

Edward Shobe (CRD# 1134702) is an Investment Advisor Representative working at Shobe & Associates, Inc. in Baton Rouge , LA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Edsa Ii, LLC Baton Rouge, LA Apr 2015 - Current 1
Single Source Employee Educaiton, LLC Baton Rouge, LA Apr 2015 - Current 1
Crim-top, LLC Baton Rouge, LA Sep 2014 - Current 2
Ohana Investments, Llc- Palacio Baton Rouge, LA Dec 2011 - Current 5
Ohana Investment Group, LLC Baton Rouge, LA Aug 2011 - Current 5
Ohana Ii Investments- Sienna On The Coast Gulfport, MS Dec 2009 - Current 7
Ohana Investments, LLC Pensacola, FL Jun 2003 - Current 13
Raymond James Financial Services, Inc. Baton Rouge, LA Oct 1998 - Current 18
Shobe Realty Investments, LLC Baton Rouge, LA Jul 1998 - Current 18
The Edsa Group, Inc. Baton Rouge, LA Oct 1993 - Current 23
Independent Insurance Sales Agent Baton Rouge, LA Feb 1993 - Current 23
Shobe & Associates, Inc. Baton Rouge, LA Jun 1983 - Current 33
Financial Benefits Inc. Baton Rouge, LA Feb 1983 - Current 33
Raymond James Financial Services Advisors, Inc. Saint Petersburg, FL Jan 2009 - Nov 2010 1
Ohana Investments, LLC Pensacola, FL Jun 2003 - Dec 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Edward L. Shobe
Phone Number: 225-763-7010
Firm Website: http://www.shobe.com/
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    192
    MILLIONS
  • Total Number of Accounts
    301
    ACCOUNTS
  • Average Account Value
    $637,874
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

LA, TX

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BADGES
83

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