Bobby Giles (CRD# 2796178) is an Investment Advisor Representative working at Edward Jones in Greeley, CO and has over 27 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Sep 2020 - Current | 3 |
| Bobby Giles | Lantana, TX | Sep 2019 - Sep 2020 | 1 |
| Self Employed | Lantana, TX | Nov 2018 - Sep 2020 | 1 |
| Usaa Investment Management Company | Addison, TX | Aug 2011 - Jun 2020 | 8 |
| Usaa Financial Planning Services | Addison, TX | Aug 2011 - Jun 2020 | 8 |
| Usaa Financial Advisors, Inc. | Addison, TX | Jul 2011 - Jun 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1996 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- CO
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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