BC
BC

Bobby Crouch

8 Years of Experience
Charleston, SC
Broker

Bobby Crouch is a registered investment advisor at Raymond James & Associates, INC., based in Charleston, SC, with 8 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

360 Concord Street, Suite 210, Charleston, SC, 29401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2018 - June 2022 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
November 2018 - June 2022 · 3 yrs 7 mos
U.S. Bancorp Investments, INC.
July 2018 - October 2018 · 3 mos
U.S. Bancorp Investments, INC.Broker
July 2018 - October 2018 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2016 - December 2017 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - December 2017 · 1 yr 2 mos
State Registrations1 state
SC
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.