Bobbi Bruner
Bobbi Bruner is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mentor, OH, with 21 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
7473 Center Street, Mentor, OH, 44060
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bobbi is an officer and president of BB4 LLC, which owns her equity in Carver Financial Services LLC. Bobbi is also the COO/Partner at Carver Financial Services LLC, dedicating about half her time or more to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations7 states
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