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Tobin Ayers

22 Years of Experience
Opelika, AL
1 DisclosureBroker

Tobin Ayers is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Opelika, AL, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

221 S 8th St, Opelika, AL, 36801

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008
Denied
Other Business Activities

Tobin is a trustee for Ayers, Doc, dedicating minimal time to this investment-related activity. He also owns KT Financial Synergies LLC, a support company responsible for expenses and payroll, which requires minimal time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2016 - Present · 9 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - August 2016 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - August 2016 · 8 yrs 6 mos
Morgan Keegan & Company, INC.
July 2007 - March 2008 · 8 mos
Morgan Keegan & Company, INC.Broker
September 2004 - March 2008 · 3 yrs 6 mos
J.P. Turner & Company, L.L.C.Broker
January 2004 - September 2004 · 8 mos
State Registrations15 states
ALFLGALAMINCNMNYOHOKPASCTXVAWA
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.
Tobin Ayers - Financial Advisor | TrueAdvisor