Michael N. Bobo

TULLAHOMA, TN

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CRD#: 7460579

Professional summary

Michael Neil Bobo, who also goes by Michael Bobo, was a registered financial advisor .

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Bobo

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.

1. No Business Name - Not Investment Related - Tullahoma, TN - Notary - Start Date: 9/2021 - 8 Hours Per Month/8 Hours During Securities Trading - Public Notary. 2. North American Senior Benefits - Investment Related - Tullahoma, TN - Start Date: 9/2025 - 40 Hours Per Month/0 Hours During Securities Trading - Insurance sales and service.

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

Current

October 15, 2025 - Present

TULLAHOMA, TN

Past

December 18, 2023 - May 23, 2025

MCCAY WEALTH ADVISORY LLC

RIA

CRD#: 286503

MANCHESTER, TN

Past

October 18, 2022 - December 26, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

TULLAHOMA, TN

Past

May 18, 2022 - December 26, 2023

LPL FINANCIAL LLC

CRD#: 6413

TULLAHOMA, TN

Past

April 7, 2022 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

TULLAHOMA, TN

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(10/15/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/14/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/7/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/10/2021

Securities Industry Essentials Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael N. Bobo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MCCAY WEALTH ADVISORY LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CUNA BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2022

Series 7TO

Date: 4/7/2022

SIE

Date: 12/10/2021

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

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