Raskob Kambourian Financial Advisors, Ltd.

Raskob Kambourian Financial Advisors, Ltd. (CRD# 105047) is a financial advisory firm headquartered in Tucson, AZ. They manage $130,173,000 in 108 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $1,205,306
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Raskob Kambourian Financial Advisors, Ltd.
Showing 1 - 5 of 5 top financial advisors.
1
Ricky D. Kelley
CRD#: 1484898
4100 N. First Avenue, Tucson, AZ 85719
96
Wealthminder
score

Ricky Kelley (CRD# 1484898) is an Investment Advisor Representative working at Raskob Kambourian Financial Advisors, Ltd. in Tucson, AZ and has over 30 years of experience in the finance industry. Ricky Kelley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Marianne V. Leedy
CRD#: 2332794
4100 N. First Avenue, Tucson, AZ 85719
96
Wealthminder
score

Marianne Leedy (CRD# 2332794) is an Investment Advisor Representative working at Raskob Kambourian Financial Advisors, Ltd. in Tucson, AZ and has over 23 years of experience in the finance industry. Marianne Leedy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patricia F. Raskob
CRD#: 2572384
4100 N. First Ave., Tucson, AZ 85719
96
Wealthminder
score

Patricia Raskob (CRD# 2572384) is an Investment Advisor Representative working at Raskob Kambourian Financial Advisors, Ltd. in Tucson, AZ and has over 22 years of experience in the finance industry. Patricia Raskob has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jason W. Reiman
CRD#: 5852454
4100 N. First Avenue, Tucson, AZ 85719
96
Wealthminder
score

Jason Reiman (CRD# 5852454) is an Investment Advisor Representative working at Raskob Kambourian Financial Advisors, Ltd. in Tucson, AZ and has over 6 years of experience in the finance industry. Jason Reiman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Phillip B. Kaiser
CRD#: 6454303
4100 N. First Avenue, Tucson, AZ 85719
88
Wealthminder
score

Phillip Kaiser (CRD# 6454303) is an Investment Advisor Representative working at Raskob Kambourian Financial Advisors, Ltd. in Tucson, AZ and has 1 year of experience in the finance industry.

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