Bobby Phakonekham
Bobby Phakonekham is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntsville, AL, with 20 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
409 Madison St SE, Huntsville, AL, 35801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bobby works as a financial advisor for Pinnacle Asset and Pinnacle Bank/Pinnacle Financial Partners since 2021, dedicating about half of his time to each. He builds relationships, seeks prospects, meets with clients, and manages investment accounts.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations23 states
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