VB
VB

Vickie Bobchak

36 Years of Experience
Beaver, PA
Broker

Vickie Bobchak is a registered investment advisor at Raymond James & Associates, INC., based in Beaver, PA, with 36 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1069 Third Street, Beaver, PA, 15009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
November 2014 - Present · 11 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2005 - November 2014 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1996 - November 2014 · 18 yrs 1 mo
Investment Management & Research, INCBroker
September 1995 - January 1996 · 4 mos
Investment Management & Research, INCBroker
July 1991 - June 1995 · 3 yrs 11 mos
Chaplin-Mullaugh, IncorporatedBroker
November 1986 - October 1989 · 2 yrs 11 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.