Barry
Sobel

Raymond James & Associates, Inc

CRD#2014407
Investment Advisor
in Atlanta, GA
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About this Advisor

Barry Sobel is a certified financial planner in Atlanta, Georgia. Currently a registered advisor with Raymond James & Associates, Inc, they have gathered 13 years of professional experience in the financial advisory industry. Sobel has a Series 63 license, which qualifies the advisor as a securities agent. Sobel is registered to work with clients based out of Georgia, Utah and Texas. Over the course of their career, they have held roles at Tucket Footwear, Deutsche Bank Securities Inc and Raymond James & Associates, Inc. Raymond James & Associates, Inc is headquartered in Atlanta, Georgia, and operates out of 422 other offices across the nation. Overall, Raymond James & Associates, Inc oversees $143 billion in assets throughout 472,443 client accounts and retains more than 13,277 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the United States. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 6% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Raymond James & Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3414 Peachtree Road Ne Suite 900
Atlanta, GA 30326

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

GA Average: $1,855,561,029
Total Number of Employees

14,205

GA Average: 62
Total Number of Accounts

591,180

GA Average: 2,474
Average Account Size

$297,807

GA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Barry Sobel Work History

Barry has 13 years of experience.

2016 - Present (3 years)

Raymond James & Associates, Inc

2014 - Present (5 years)

Tucket Footwear

2005 - 2016 (11 years)

Deutsche Bank Securities Inc

Disclosures

Barry Sobel has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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