RK
RK
Ralph Koss
31 Years of Experience
Clinton Township, MI
1 DisclosureBroker
Ralph Koss is a registered investment advisor at Raymond James & Associates, INC., based in Clinton Township, MI, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
19176 Hall Rd Ste 135, Clinton Township, MI, 48038-6914
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Denied
Other Business Activities
Ralph is the owner of Pilot Financial Group, LLC, a shell partnership for Raymond James Advisor Select purposes. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
September 2010 - Present · 15 yrs 8 mos
Raymond James & Associates, INC.Broker
June 1998 - Present · 27 yrs 11 mos
Previous Registrations
Roney & CO.Broker
May 1998 - September 1999 · 1 yr 4 mos
Roney & CO. L.L.C.Broker
May 1994 - May 1998 · 4 yrs
State Registrations28 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.