Robert Arthur Koba
Investment adviser representative at Raymond James Financial Services Advisors, Inc
21 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Robert Arthur Koba? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Raymond James Financial Services Advisors, IncSep 2019 to now
- Raymond James Financial Services, IncSep 2019 to now
- Health InsuranceJan 2005 to now
- Mission Federal Credit UnionSep 2019 to Mar 2021
- Cuso Financial Services, LPJun 2017 to Sep 2019
- New England FinancialMay 2015 to Jun 2017
- LPL Financial LLCJan 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5046092
- Firm CRD
- 149018