Tonya Lee Bobbitt
Investment adviser representative at Raymond James & Associates, Inc.
11 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Raymond James & Associates, Inc.Nov 2025 to now
- Restore Benefits LLCFeb 2025 to now
- Aimbridge Hospitality d/b/a Fairfield Inn & Suites By MarriottFeb 2022 to now
- TeksystemsMay 2025 to Nov 2025
- TIAAOct 2021 to Jan 2025
- TIAA-CREF Individual & Institutional Services, LLCOct 2021 to Jan 2025
- Sree Billy Graham Hotel LLCMar 2021 to Aug 2021
- Lincoln Heritage Life Insurance CompanyFeb 2021 to Aug 2021
- Marriott International CorpJan 2020 to Feb 2021
- TIAAMay 2015 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMay 2015 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (NC).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 6385298
- Firm CRD
- 705