RK
RK

Robert Karish

1 Year of Experience
Jacksonville, FL
BrokerSells Insurance

Robert Karish is a registered investment advisor, based in Jacksonville, FL, with 1 years of industry experience.

Location

1 Independent Drive, Suite 201, Jacksonville, FL, 32202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert works as a financial consultant for Florida Financial Advisors and Trinity Wealth Securities, dedicating full-time hours to each. He also sells fixed insurance through Florida Financial Insurance and volunteers as a Lieutenant for Volunteer Life Saving Corps, spending a few hours per week on each activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
October 2024 - Present · 1 yr 7 mos
Florida Financial Advisors, LLC
April 2024 - Present · 2 yrs 1 mo
State Registrations2 states
FLMA
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.
Robert Karish - Financial Advisor | TrueAdvisor