Bobby Neeley
Bobby Neeley is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oklahoma City, OK, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3817 NW Expressway, Suite 440, Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2024Customer Dispute
February 2004Employment Separation After Allegations
February 1996Other Business ActivitiesSells Insurance
Bobby is an agent for Larry Gordon Insurance Group, selling fixed index life insurance products since 2016, dedicating a few hours per week. Bobby also owns Neeley Consulting LLC, a support company, dedicating a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Lasalle St. Investment Advisors, L.L.C.
Lasalle St Securities, L.L.C.Broker
Saperston Financial INC.Broker
Eneric Financial Services, INC.Broker
Walnut Street Securities, INC.Broker
First Investors CorporationBroker
State Registrations19 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.