Bradley Bobb (CRD# 4270912) is an Investment Advisor Representative working at Bobb Financial Incorporated in Springfield, IL and has over 22 years of experience in the finance industry. Bradley Bobb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5991010
Private Advisor Group, LLC
CRD# 4361598
Horace Mann Investors, Inc.
CRD# 2402571
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bobb Financial | Springfield, IL | Sep 2014 - Current | 9 |
| Rda Financial Network | North Liberty, IA | Jan 2009 - Current | 15 |
| Federal Consulting | Chatham, IL | Nov 2008 - Current | 15 |
| United Planners Financial Services | Scottsdale, AZ | Jul 2016 - Apr 2017 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2008 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2001 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2002 |
- IL
- MO
- TX
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$160,190
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL, MO, TX
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