Bobby Royes is a registered investment advisor, based in West Bend, WI, with 18 years of industry experience.
Location
18 East Washington St., Ste. B, West Bend, WI, 53090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bobby is an advisory representative of a RIA and does trading, taking about half of his time. He also works with Randall Wealth Management as a DBA and independent insurance agent, and is a public address announcer for West Bend School District.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations8 states
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.