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Bobby E. Guess

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CRD#: 1135068
BG

Professional summary


Bobby Eugene Guess was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Bobby is a previously registered financial advisor and started their career in finance in 1984. Prior to being barred, Bobby had worked at 7 firms, which includes FIVE STAR WEALTH MANAGEMENT INC., LEO BROKERAGE LLC, NORTH AMERICAN MANAGEMENT INC., SIGNAL SECURITIES INC., SECURITIES AMERICA INC., FIRST AMERICA EQUITIES CORP., PFS INVESTMENTS INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bob Eugene Guess | Bob Guess

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 30, 2010 - April 14, 2011

FIVE STAR WEALTH MANAGEMENT, INC.

RIA
CRD#: 145962
IRVING, TX
Past

November 8, 2005 - October 25, 2010

LEO BROKERAGE, LLC

RIA
CRD#: 109121
IRVING, TX
Past

August 24, 2005 - October 25, 2010

LEO BROKERAGE, LLC

BD
CRD#: 109121
IRVING, TX
Past

January 1, 1995 - May 7, 1996

NORTH AMERICAN MANAGEMENT, INC.

BD
CRD#: 624
SIOUX FALLS, SD
Past

October 4, 1991 - December 31, 1992

SIGNAL SECURITIES, INC.

BD
CRD#: 15916
FORT WORTH, TX
Past

August 31, 1990 - October 29, 1991

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

March 20, 1990 - September 13, 1991

FIRST AMERICA EQUITIES CORP.

BD
CRD#: 7652
Past

January 13, 1984 - March 10, 1990

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/16/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current firm


No current employment

Red Flags


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Company Information


No current employment

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