Bobby Lee Palmer

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 07/2025
  Next Financial Group Inc
  Cookeville, TN
• 07/2025 → Present
  Lpl Financial Llc
  Cookeville, TN

Previous Registrations

• 2012-06-15 → 2025-07-10
  Next Financial Group, Inc.
  Virginia Beach, VA
  Cookeville, TN
• 2007-11-13 → 2012-06-27
  Woodbury Financial Services, Inc.
  Cookeville, TN
  College Grove, TN
  Cookeville, TN
• 2007-02-14 → 2007-02-23
  Edward Jones
  Cookeville, TN

Other Businesses

1. 07/2025 - Bob Palmer Insurance - Non-Variable Insurance - Cookeville, TN - INV REL - Start Date 06/15/2012 - 8hrs/mth | 8hrs during trading 2. 07/2025 - Kiwanis Club of Putnam County - Non-Profit Board Member - Cookeville, TN - INV REL - Start Date 03/15/2005 - 4hrs/mth | 4hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-02-05
• S63 Uniform Securities Agent State Law Examination
  2004-03-09

Other Names

• Bob Palmer