Robert KirbyCRD Number: 1302206
Current Firm: Novak & Powell Financial Services, Inc.
Robert Kirby (CRD# 1302206) is an Investment Advisor Representative working at Novak & Powell Financial Services, 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
|Novak & Powell Financial Services||St. Petersburg, FL||Aug 2016 - Current||1|
|Rrk Financial Corporation||St. Petersburg, FL||Sep 2007 - Current||10|
|Insurance||St. Petersburg, FL||Jan 2004 - Current||14|
|Tampa Bay Financial Planning Ria||Clearwater, FL||Sep 2009 - Jul 2010||< 1|
|Raymond James Financial Services, Inc.||St. Petersburg, FL||May 1999 - Jul 2010||11|
|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 Management117MILLIONS
Total Number of Accounts300ACCOUNTS
Average Account Value$388,985
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, FL, GA, MA, MO, RI, TX, VA, WV