Robert Kirby, financial advisor Saint Petersburg FL
81 score

Robert Kirby

CRD 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 24 years of experience in the finance industry.

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Company Name Location Dates Years
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 12
Raymond James Financial Services, Inc. St. Petersburg, FL May 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Jun 1993
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Robert R. Kirby
Phone Number: 770-392-8740
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    897
    ACCOUNTS
  • Average Account Value
    $170,149
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, FL, GA, IL, MS, NC, TN, TX

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BADGES
81

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