Daniel Koch, financial advisor Roseville CA
93 score

Daniel Koch

CRD Number: 4463395
Current Firm: Raymond James Financial Services Advisors, Inc.

Daniel Koch (CRD# 4463395) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Roseville, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Real Estate Roseville, CA Nov 2012 - Current 4
Raymond James Financial Services Advisors, Inc. Roseville, CA Jan 2009 - Current 7
Raymond James Financial Services Roseville, CA Sep 2005 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for Daniel J. Koch
Phone Number: 727-567-5877
Registered State(s):
  • CA
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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