Babubhai Doshi
Babubhai Doshi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lutz, FL, with 37 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
18940 North Dale Mabry Hwy, Suite 102, Lutz, FL, 33548
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Babubhai is a branch manager and owner of Doshi Financial LLC since 2011, dedicating about half of his time to this support company. He also owns rental real estate property through Doshi Properties LLC since 2014, but spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations14 states
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