Bobby Lumpkin (CRD# 4820174) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Lagrange, GA and has over 19 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 6319317
Edward Jones
CRD# 4676431
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investingsimply | Lagrange, GA | Feb 2020 - Current | 4 |
| Until All Hear | Lagrange, GA | Oct 2019 - Current | 4 |
| Duul, LLC | Lagrange, GA | May 2018 - Current | 5 |
| Capital Investment Services, LLC | Lagrange, GA | Aug 2016 - Current | 7 |
| Rocky Branch Partners, LLC | Lagrange, GA | Sep 2009 - Current | 14 |
| N/a | Lagrange, GA | May 2009 - Current | 14 |
| Raymond James Financial Services Advisors, Inc. | Lagrange, GA | Jan 2009 - Current | 15 |
| Raymond James Financial Services | La Grange, GA | Jun 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2004 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2004 |
- AL
- GA
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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