Bobby Joe Royes, financial advisor Rockford IL

Bobby Joe Royes

CRD Number: 5060078
Current Firm: Cambridge Investment Research Advisors, Inc.

Bobby Joe Royes (CRD# 5060078) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockford, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Jun 2020 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2020 - Current 1
Self Employed West Bend, WI Jun 2019 - Jun 2020 1
Lpl Financial LLC West Bend, WI Sep 2013 - May 2019 5
Westbury Bank West Bend, WI Sep 2013 - Jun 2017 3
Lpl West Bend, WI Sep 2012 - Aug 2013 < 1
Axa Advisors, LLC New York, NY Nov 2005 - Aug 2012 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Bobby Joe Royes
Phone Number: 641-472-5100
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    68,505
    MILLIONS
  • Total Number of Accounts
    337,618
    ACCOUNTS
  • Average Account Value
    $202,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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