Richard Kohl (CRD# 7316191) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Thomas, KY and has over 2 years of experience in the finance industry.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Fort Thomas, KY | Mar 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Fort Thomas, KY | Oct 2022 - Current | 1 |
| Concurrent Advisors | Fort Thomas, KY | Oct 2022 - Mar 2023 | < 1 |
| Braxton Brewing | Covington, KY | Apr 2022 - Sep 2022 | < 1 |
| Brio | Newport, KY | Nov 2021 - Apr 2022 | < 1 |
| Fidelity Investments | Covington, KY | Nov 2020 - Nov 2021 | 1 |
| Unemployed | Orlando, FL | Apr 2020 - Nov 2020 | < 1 |
| Patina Restaurant Group | Orlando, FL | May 2018 - Apr 2020 | 1 |
| Gaylord Palms | Kissimmee, FL | Feb 2017 - May 2018 | 1 |
| Yard House | Orlando, FL | Jun 2013 - Feb 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- KY
- OH
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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, WY
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