Paul Bobal is a registered investment advisor at Raymond James & Associates, INC., based in Houston, TX, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
5847 San Felipe Street, Ste 3900, Houston, TX, 77057
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul serves as a trustee for his parents, an investment-related activity, and as a co-executor for his mother-in-law's estate. He spends minimal time on the estate-related duties.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations52 states
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