Robert KoppenhoferCRD Number: 6138247
Current Firm: Raymond James Financial Services Advisors, Inc.
Robert Koppenhofer (CRD# 6138247) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Huntersville, NC and has over 4 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Raymond James Financial Services Advisors Inc.||Huntersville, NC||Mar 2013 - Current||4|
|Raymond James Financial Services, Inc.||Hunterville, NC||Nov 2012 - Current||4|
|Williamson Wealth Group||Huntersville, NC||Mar 2012 - Current||5|
|Williamson Wealth Group||Huntersvile, NC||Jul 2014 - Jul 2015||1|
|Strategic Thinking Industries||Columbus, OH||Aug 2012 - Nov 2012||< 1|
|Olah Healthcare||New Albany, OH||Aug 2012 - Nov 2012||< 1|
|Ge Healthcare||Milwaukee, WI||Aug 1990 - Jun 2012||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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