Michael Koban, financial advisor Saint Petersburg FL
88 score

Michael Koban

CRD Number: 6214618
Current Firm: Raymond James & Associates, Inc.

Michael Koban (CRD# 6214618) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Saint Petersburg, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Nashville, TN Feb 2015 - Current 1
Brogan Financial Inc. Knoxville, TN Jan 2014 - Jan 2015 1
University Of Tennessee Knoxville, TN Aug 2012 - Dec 2013 1
Carroll Financial Associates Inc. Knoxville, TN May 2013 - Aug 2013 < 1
Scientific Applications Intl Corp. Oak Ridge, TN Nov 2011 - Aug 2012 < 1
Unemployed Knoxville, TN Sep 2011 - Oct 2011 < 1
University Of West Florida Pensacola, FL Aug 2008 - Aug 2011 3
University Of Virginia Charlottesville, VA Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Apr 2015
Contact Info for Michael A. Koban
Phone Number: 727-567-1000
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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