Barbara Kooman, financial advisor Altoona PA
93 score

Barbara Kooman

CRD Number: 4609961
Current Firm: Raymond James Financial Services Advisors, Inc.

Barbara Kooman (CRD# 4609961) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Altoona, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Kooman & Associates, LLC Altoona, PA Nov 2014 - Current 2
Raymond James Financial Services Advisors Inc.. Altoona, PA Apr 2012 - Current 4
Raymond James Financial Services Altoona, PA Nov 2002 - Current 14
Kooman And Assoc Altoona, PA Aug 1999 - Current 17
Dale Carnegie Altoona, PA Sep 2005 - Jun 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2004
S65 NASAA Investment Advisors Law Examination Jun 2004
Contact Info for Barbara A. Kooman
Phone Number: 727-567-5877
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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