Robert Koba (CRD# 5046092) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in La Mesa, CA and has over 18 years of experience in the finance industry. Robert Koba has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160948
U.s. Bancorp Advisors, LLC
CRD# 5667943
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 707611
Hoylecohen, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Raymond James Financial Services Advisors | San Diego, CA | Sep 2019 - Current | 4 |
Raymond James Financial Services, Inc. | San Diego, CA | Sep 2019 - Current | 4 |
Health Insurance | San Diego, CA | Jan 2005 - Current | 19 |
Mission Federal Credit Union | San Diego, CA | Sep 2019 - Mar 2021 | 1 |
Cuso Financial Services, LP | San Diego, CA | Jun 2017 - Sep 2019 | 2 |
New England Financial | San Diego, CA | May 2015 - Jun 2017 | 2 |
Lpl Financial LLC | San Diego, CA | Jan 2015 - Jun 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2005 |
S65 | NASAA Investment Advisors Law Examination | Jan 2008 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
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