Robin Kopeikin, financial advisor Santa Barbara CA
96 score

Robin Kopeikin

CRD Number: 1823711
Current Firm: First Republic Investment Management, Inc.

Robin Kopeikin (CRD# 1823711) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Santa Barbara, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
First Republic Invesment Management Santa Barbara, CA Jun 2007 - Current 9
Starbuck, Tisdale & Associates Santa Barbara, CA Jul 1995 - Jun 2007 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2014
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Robin P. Kopeikin
Phone Number: 415-392-1400
Firm Website: http://www.cwallc.com
Registered State(s):
  • CA
  • TX
  • OR
  • FL
  • HI
  • MA
By the Numbers
  • Total Assets Under Management
    47,211
    MILLIONS
  • Total Number of Accounts
    31,062
    ACCOUNTS
  • Average Account Value
    $1,519,892
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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