Bobby Lee Slate
Investment adviser representative at Advice and Planning Services
10 yearsExperience
1 stateRegistered in
$37.9BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCJul 2023 to now
- TIAAJul 2023 to now
- UnemployedMay 2023 to Jul 2023
- ThryvJul 2022 to May 2023
- UnemployedJan 2022 to Jul 2022
- Navian HawaiiMay 2021 to Dec 2021
- Humana, Independent Medicare AgentMar 2020 to May 2021
- Equitable Advisors, LLCDec 2017 to Dec 2020
- AXA Advisors, LLC.Dec 2017 to Jun 2020
- Raymond James Financial Services Advisors Inc.May 2017 to Dec 2017
- Raymond James Financial Services, Inc.May 2017 to Dec 2017
- First Hawaiian BankApr 2016 to Dec 2017
- Bancwest Investment Services, Inc.Mar 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2016
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (HI).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3043107
- Firm CRD
- 20472