Edward ShobeCRD 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.
Lpl Financial LLC
Geneos Wealth Management, Inc.
|Edsa Ii, LLC||Baton Rouge, LA||Apr 2015 - Current||2|
|Single Source Employee Educaiton, LLC||Baton Rouge, LA||Apr 2015 - Current||2|
|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||24|
|Shobe & Associates, Inc.||Baton Rouge, LA||Jun 1983 - Current||33|
|Financial Benefits Inc.||Baton Rouge, LA||Feb 1983 - Current||34|
|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|
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
Total Assets Under Management192MILLIONS
Total Number of Accounts301ACCOUNTS
Average Account Value$637,874
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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