TB
TB

Tonya Bobbitt

9 Years of Experience
St. Petersburg, FL
Broker

Tonya Bobbitt is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2025 - Present · 10 mos
Raymond James & Associates, INC.
November 2025 - Present · 10 mos
Raymond James & Associates, INC.
November 2025 - Present · 10 mos
Previous Registrations
Advice and Planning Services
October 2021 - January 2025 · 3 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
October 2021 - January 2025 · 3 yrs 3 mos
Advice and Planning Services
April 2017 - November 2020 · 3 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
May 2015 - November 2020 · 5 yrs 6 mos
Vanguard Marketing CorporationBroker
October 2014 - May 2015 · 7 mos
State Registrations1 state
NC
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.