Bruce Tobin, financial advisor Plainville MA
90 score

Bruce Tobin

CRD Number: 6311404
Current Firm: Raymond James Financial Services Advisors, Inc.

Bruce Tobin (CRD# 6311404) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plainville, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Plainville, MA Oct 2017 - Current < 1
Boston Harbor Wealth Advisors Acton, MA Nov 2016 - Current 1
Raymond James Financial Services, Inc. Plainville, MA Nov 2016 - Current 1
Ameriprise Financial Services,inc.. Quincy, MA Mar 2014 - Nov 2016 2
Granite Telecommunications Quincy, MA Feb 2014 - Mar 2014 < 1
Unemployed Boston, MA Nov 2013 - Jan 2014 < 1
Koutoujian For Congress Waltham, MA Aug 2013 - Oct 2013 < 1
Federal Reserve System Washington, DC Oct 2011 - Jun 2013 1
The George Washington University Washington, DC Aug 2009 - May 2013 3
O'neill And Associates Boston, MA May 2011 - Aug 2011 < 1
Us House Of Representatives Washington, DC Feb 2011 - May 2011 < 1
Unemployed Boston, MA Sep 2010 - Jan 2011 < 1
Us Secret Service Boston, MA May 2010 - Aug 2010 < 1
Unemployed Boston, MA Sep 2009 - Apr 2010 < 1
Boston College High School Boston, MA Aug 2005 - Aug 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Bruce J. Tobin
Phone Number: 727-567-3020
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    81,239
    MILLIONS
  • Total Number of Accounts
    280,698
    ACCOUNTS
  • Average Account Value
    $289,416
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)
  • Educational seminars/workshops
  • Other
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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