Edward Shobe (CRD# 1134702) is an Investment Advisor Representative working at Cwm, LLC in Baton Rouge, LA and has over 40 years of experience in the finance industry. Edward Shobe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1928450
Benedict Financial Planning
CRD# 1774605
Gallagher Fiduciary Advisors, LLC
CRD# 2530923
Abel Hall, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cwm, Llc Dba Carson Wealth-the Shobe Financialgroup | Baton Rouge, LA | Mar 2023 - Current | 1 |
| Cwm, Llc Dba Carson Partners - Crd # 155344 | Baton Rouge, LA | Mar 2023 - Current | 1 |
| Cwm, Llc Dba Carson Group Holdings | Baton Rouge, LA | Mar 2023 - Current | 1 |
| Cetera Advisor Networks | El Segundo, CA | Mar 2023 - Current | 1 |
| Financial Benefits, Inc. | Baton Rouge, LA | Nov 1998 - Current | 25 |
| Shobe & Associates, Inc. Dba The Shobe Financial Group - Crd # 1 | Baton Rouge, LA | Jun 1983 - May 2023 | 39 |
| Raymond James Financial Services, Inc. | Baton Rouge, LA | Nov 1998 - Mar 2023 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- LA
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
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