Robert Kirby, financial advisor Saint Petersburg FL

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 32 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 7
Rrk Financial Corporation St. Petersburg, FL Sep 2007 - Current 16
Insurance St. Petersburg, FL Jan 2004 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Jun 1993
Contact Info for Robert R. Kirby
Phone Number: 727-451-3440
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    1,043
    ACCOUNTS
  • Average Account Value
    $293,324
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

AZ, CA, CO, FL, GA, IN, MA, MO, NC, PA, RI, TX, WV

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