RK
RK
Robert Koba
20 Years of Experience
La Mesa, CA
2 DisclosuresBroker
Robert Koba is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in La Mesa, CA, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
5500 Grossmont Center Dr, Suite 113, La Mesa, CA, 91942
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2023Denied
Customer Dispute
May 2020Denied
Other Business Activities
Robert works as a financial advisor at Mission Federal Credit Union since 2019, dedicating about half of his time to this role. This activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2019 - Present · 7 yrs
Raymond James Financial Services Advisors, INC
September 2019 - Present · 7 yrs
Previous Registrations
Cuso Financial Services, L.P.
June 2017 - September 2019 · 2 yrs 3 mos
Cuso Financial Services, L.P.Broker
June 2017 - September 2019 · 2 yrs 3 mos
The Wealth Consulting Group
February 2015 - June 2017 · 2 yrs 4 mos
LPL Financial LLCBroker
January 2015 - June 2017 · 2 yrs 5 mos
New England Securities Corporation
September 2013 - January 2015 · 1 yr 4 mos
New England SecuritiesBroker
August 2013 - January 2015 · 1 yr 5 mos
Prudential Financial Planning Services
January 2008 - August 2013 · 5 yrs 7 mos
Pruco Securities, LLC.Broker
October 2005 - August 2013 · 7 yrs 10 mos
State Registrations10 states
ARAZCACOIDINNVTNTXWA
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.