PK
PK

Peter Kotkas

17 Years of Experience
White Salmon, WA
1 DisclosureBrokerSells Insurance

Peter Kotkas is a registered investment advisor, based in White Salmon, WA, with 17 years of industry experience.

Location

288 E Jewett Blvd, Suite 800, White Salmon, WA, 98672

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
May 1995
Final Disposition
Other Business ActivitiesSells Insurance

Peter sells fixed insurance as an agent under the name 'Noble Investments' since 2020. He also co-owns a residential rental property in Pacific City, OR since 2017.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 mos
Raymond James Financial Services Advisors, INC
October 2025 - Present · 7 mos
Previous Registrations
Commonwealth Financial Network
September 2020 - October 2025 · 5 yrs 1 mo
Commonwealth Financial NetworkBroker
September 2020 - October 2025 · 5 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
October 2010 - September 2020 · 9 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
October 2010 - September 2020 · 9 yrs 11 mos
AXA Advisors, LLC
April 2009 - October 2010 · 1 yr 6 mos
AXA Advisors, LLCBroker
April 2009 - October 2010 · 1 yr 6 mos
MML Investors Services, INC.Broker
June 2008 - April 2009 · 10 mos
State Registrations12 states
CACOIDILMTNYOKORTXVTWAWY
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.