SHOBE & ASSOCIATES, INC

THE SHOBE FINANCIAL GROUP
BATON ROUGE, Louisiana·8 registered advisors·CRD# 114975
SEC# 801-703233225-763-7010
01

Firm Overview

AUM
$397M
Regulatory assets under management
Employees
21
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SHOBE & ASSOCIATES, INC

8 registered advisors
Betty Lewis Laakson
BATON ROUGE, Louisiana
Corey Paul Luckett
BATON ROUGE, Louisiana
Craig Andrew Kliebert
BATON ROUGE, Louisiana
Edward Louis Shobe
BATON ROUGE, Louisiana
Jason Peter Windham
BATON ROUGE, Louisiana
Susan Shobe Windham
BATON ROUGE, Louisiana
William Ralph Pomeroy
BATON ROUGE, Louisiana
Zainab Murtaza Gandhi
BATON ROUGE, Louisiana
05

Office Locations

BATON ROUGE, Louisiana
8 advisors

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Data sourced from SEC Form ADV filings. SHOBE & ASSOCIATES, INC (CRD# 114975) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.