Bobbi Koala (CRD# 1500212) is an Investment Advisor Representative working at Avantax Advisory Services in Bonita, CA and has over 21 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services Inc. | Bonita, CA | Nov 2022 - Current | 1 |
| Avantax Advisory Services | Bonita, CA | Nov 2022 - Current | 1 |
| Avantax Insurance Agency And/or Avantax Insurance Services | Bonita, CA | Nov 2022 - Current | 1 |
| Koala Financial, Inc. | Bonita, CA | Jan 2013 - Current | 11 |
| Avantax Insurance Agency, LLC | Bonita, CA | Nov 2022 - Nov 2022 | < 1 |
| Koala Financial, Inc. | Bonita, CA | Jan 2013 - Nov 2022 | 9 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Apr 2003 - Sep 2022 | 19 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Nov 2002 - Sep 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2003 |
- CA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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