Robert KirbyCRD Number: 1302206
Current Firm: American Wealth Management, Inc.
Robert Kirby (CRD# 1302206) is an Investment Advisor Representative working at American Wealth Management, Inc. in Saint Petersburg, FL and has over 25 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Tampa Bay Financial Planning Ria||Clearwater, FL||Sep 2009 - Current||7|
|Rrk Financial Corporation||St. Petersburg, FL||Sep 2007 - Current||9|
|Insurance||St. Petersburg, FL||Jan 2004 - Current||13|
|Raymond James Financial Services, Inc.||St. Petersburg, FL||May 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
|S65||NASAA Investment Advisors Law Examination||Jun 1993|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management153MILLIONS
Total Number of Accounts897ACCOUNTS
Average Account Value$170,149
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, CA, FL, GA, IL, MS, NC, TN, TX