Bobby Lumpkin
Bobby Lumpkin is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lagrange, GA, 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
301 West Haralson St, Lagrange, GA, 30240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Bobby is the owner of Capital Investment Services, LLC, a DBA for his Raymond James office, and also owns Investingsimply, where he works as an investment strategist. He is also a partner in DUUL, LLC, a hunting farm development, an agent selling life, LTC, and health insurance, and a founder/board member of a non-profit called Until All Hear.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
LPL Financial Corporation
LPL Financial CorporationBroker
State Registrations21 states
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