The Shobe Financial Group

The Shobe Financial Group (CRD# 114975) is a financial advisory firm headquartered in Baton Rouge, LA. They manage $351,400,000 in 730 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    351
    MILLION
  • Total Number of Accounts
    730
    ACCOUNTS
  • Average Account Value
    $481,370
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, SC, TX

Financial Advisors at The Shobe Financial Group
Showing 1 - 10 of 10 top financial advisors.
1
Joseph G. Dearman
CRD#: 6504383
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810

Joseph Dearman (CRD# 6504383) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge, LA and has over 4 years of experience in the finance industry. Joseph Dearman 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.

2
Zainab M. Gandhi
CRD#: 5484679
8280 Ymca Plaza Drive #4, Baton Rouge, LA 70810

Zainab Gandhi (CRD# 5484679) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge, LA and has over 12 years of experience in the finance industry. Zainab Gandhi 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.

3
Shawna M. Goodly
CRD#: 4417513
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810

Shawna Goodly (CRD# 4417513) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge, LA and has over 18 years of experience in the finance industry.

4
Craig A. Kliebert
CRD#: 4964926
8280 Ymca Plaza Drive #4, Baton Rouge, LA 70810

Craig Kliebert (CRD# 4964926) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge, LA and has over 15 years of experience in the finance industry. Craig Kliebert 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.

5
Connie P. Lieux
CRD#: 6394876
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810

Connie Lieux (CRD# 6394876) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge, LA and has over 4 years of experience in the finance industry.

6
Corey P. Luckett
CRD#: 5676534
8280 Ymca Plaza Drive, Building #4, Baton Rouge, LA 70810

Corey Luckett (CRD# 5676534) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge, LA and has over 11 years of experience in the finance industry. Corey Luckett 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.

7
Bailey N. McNamara
CRD#: 6515513
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810

Bailey McNamara (CRD# 6515513) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge, LA and has over 3 years of experience in the finance industry. Bailey McNamara 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.

8
Edward L. Shobe
CRD#: 1134702
8280 Ymca Plaza Drive #4, Baton Rouge , LA 70810

Edward Shobe (CRD# 1134702) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge , LA and has over 38 years of experience in the finance industry. Edward Shobe 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.

9
Erin S. Sibley
CRD#: 5875712
8280 Ymca Plaza Drive, Building 4, Baton Rouge, LA 70810

Erin Sibley (CRD# 5875712) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge, LA and has over 9 years of experience in the finance industry. Erin Sibley 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.

10
Jason P. Windham
CRD#: 3051908
8280 Ymca Plaza Drive #1, Baton Rouge , LA 70810

Jason Windham (CRD# 3051908) is an Investment Advisor Representative working at The Shobe Financial Group in Baton Rouge , LA and has over 23 years of experience in the finance industry. Jason Windham 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.