Bobby Joe RoyesCRD 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.
Thrivent Investment Management Inc.
Focus Financial Advisors
Savant Wealth Management
|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|
Total Assets Under Management68,505MILLIONS
Total Number of Accounts337,618ACCOUNTS
Average Account Value$202,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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