Robert Kirby, financial advisor Saint Petersburg FL
81 score

Robert Kirby

CRD 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 26 years of experience in the finance industry.

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Company Name Location Dates Years
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
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: 727-451-3440
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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