BS
BS
Barry Sobel
36 Years of Experience
Atlanta, GA
1 DisclosureBroker
Barry Sobel is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, 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
3414 Peachtree Road NE, Suite 550, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2020Settled
Other Business Activities
Barry is involved with AIPAC in a political office/activity role since August 2023, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.
September 2016 - Present · 9 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
September 2005 - September 2016 · 11 yrs
Deutsche Bank Securities INC.Broker
September 2005 - September 2016 · 11 yrs
A. G. Edwards & Sons, INC.
May 2003 - September 2005 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
December 1989 - September 2005 · 15 yrs 9 mos
State Registrations23 states
ALAZCACOCTFLGAHIILMDNCNJNMNVNYOHORSCTNTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.