Robert KochCRD Number: 5593616
Current Firm: Wells Fargo Advisors, LLC
Robert Koch (CRD# 5593616) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Santa Clara, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Wells Fargo Advisors LLC||Santa Clara, CA||Jan 2011 - Current||6|
|Wells Fargo Bank, N.a.||Santa Clara, CA||Mar 2008 - Current||8|
|Wells Fargo Investments, LLC||Santa Clara, CA||Sep 2008 - Jan 2011||2|
|Wells Fargo Bank||Santa Clara, CA||Jun 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV