Richard Anthony Kohl
Investment adviser representative at Raymond James Financial Services Advisors, Inc
13 yearsExperience
3 statesRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Richard Anthony Kohl? 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
13 years in the industry.
- Raymond James Financial Services Advisors, Inc.Mar 2023 to now
- Raymond James Financial Services, Inc.Oct 2022 to now
- Concurrent AdvisorsOct 2022 to Mar 2023
- Braxton BrewingApr 2022 to Sep 2022
- BrioNov 2021 to Apr 2022
- Fidelity InvestmentsNov 2020 to Nov 2021
- UnemployedApr 2020 to Nov 2020
- Patina Restaurant GroupMay 2018 to Apr 2020
- Gaylord PalmsFeb 2017 to May 2018
- Yard HouseJun 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7316191
- Firm CRD
- 149018