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Tobin Hom
32 Years of Experience
Palm Harbor, FL
2 DisclosuresBroker
Tobin Hom is a registered investment advisor at Raymond James & Associates, INC., based in Palm Harbor, FL, with 32 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
Palm Harbor, FL
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2008Settled
Customer Dispute
August 2003Denied
Other Business Activities
Tobin is a co-trustee for his mother's trust since 2019, along with his sister. He spends minimal time on this activity, as his mother currently handles all decisions.
Employment History
Current Registrations
Raymond James & Associates, INC.
November 1993 - Present · 32 yrs 6 mos
Raymond James & Associates, INC.
November 1993 - Present · 32 yrs 6 mos
Raymond James & Associates, INC.Broker
November 1993 - Present · 32 yrs 6 mos
Previous Registrations
Lux Investor Services CorporationBroker
August 1993 - December 1993 · 4 mos
State Registrations39 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.