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||5|
|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
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