Bobby Fogle
Bobby Fogle is a registered investment advisor at Wells Fargo Advisors, based in Pensacola, FL, with 42 years of industry experience. Bobby is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Pensacola, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2002Other Business Activities
Bobby co-owns rental property with his spouse in Santa Rosa Beach, FL, dedicating minimal time. He also holds power of attorney for his mother, spending minimal time on this activity as well.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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