Bobbi Truax
Professional Summary
Bobbi Truax, who also goes by Bobbi Lee Davis, Bobbi Lee Ditommasi, Bobbi Lee Luttrell, Bobbi Lee Purvis, Bobbi Lee Roark, Bobbi Lee Shelton, is a registered financial advisor currently at PFS INVESTMENTS INC. located in Talbott, Tennessee. Bobbi is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Bobbi has worked at 1 firm and has passed the Series 65, Series 63, Series 6TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bobbi Lee Davis, Bobbi Lee Ditommasi, Bobbi Lee Luttrell, Bobbi Lee Purvis, Bobbi Lee Roark, Bobbi Lee Shelton
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MEASURED RISK PORTFOLIOS
CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
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MEASURED RISK PORTFOLIOS
CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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MEASURED RISK PORTFOLIOS
CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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MEASURED RISK PORTFOLIOS
CALTON & ASSOCIATES, INC.
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AMERIPRISE FINANCIAL SERVICES, LLC
Years of Experience
2 years registered in the securities industry
Current & Past Employments
Current
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MEASURED RISK PORTFOLIOS
CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
Current Firm
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIGI FINANCIAL | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL
Contact Information
Main Address
1 Primerica Parkway, Duluth, GA 30099-0001Mailing Address
1 Primerica Parkway, Duluth, GA 30099-0001Phone Number
(770) 381-1000Established
Georgia since 07/07/1981Firm Type
CorporationFiscal Year End
DecemberFirm Size
Large# of Employees
3,992SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
FINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRIMERICA FINANCE CORPORATION | DIRECT OWNER | — |
| COLEY, DASIA DEBORAH | VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 6760291 |
| JENDUSA, NICHOLAS ADAM | EXECUTIVE VICE PRESIDENT | 6037365 |
| LESUTIS, MICHAEL | SENIOR VICE PRESIDENT & CHIEF COUNSEL | 4751250 |
| MILLER, DEBORAH LYNN | EXECUTIVE VICE PRESIDENT | 3036949 |
| NEMETZ, WILLIAM JAMES | DIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER | 4589878 |
| RIVET, LORI ALLISON | EXECUTIVE VICE PRESIDENT | 4496273 |
| SUKIN, KAREN LYNN | EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL | 6292138 |
| SUTTON, MISTY MICHELLE | PRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER | 4835553 |
| WEIGLE, BRIAN STEVEN | DIRECTOR AND EXECUTIVE VICE PRESIDENT | 4131816 |
| WELLS, MICHAEL KURT | EXECUTIVE VICE PRESIDENT & TREASURER | 5999501 |
| WOODRING, DANIEL AARON | EXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | 4028705 |
Regulatory Assets Under Management
Total Number of Accounts
89,813AUM (Assets Under Management)
$15,536,099,534Disclosures
Regulatory Event
23Arbitration
2Bond
2Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/14/2026 | Cover Page | Report |
| 01/26/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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MEASURED RISK PORTFOLIOS
CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
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Primary Firm SEC Registration
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIGI FINANCIAL | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL
State Registrations and Notice Filings
(7/17/2025)
(1/7/2025)
(1/2/2025)
(4/28/2026)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2024About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jul 2025About the Series 26 examSRO Registrations
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CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
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CRS (Client Relationship Summary) - RIA
Click below to view Bobbi Truax's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Bobbi Truax's CRS (Customer Relationship Summary).
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MEASURED RISK PORTFOLIOS
CALTON & ASSOCIATES, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC