Robert Kokol (CRD# 4623057) is an Investment Advisor Representative working at Atticus Wealth Management in New Braunfels, TX and has over 21 years of experience in the finance industry. Robert Kokol 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.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atticus Wealth Management | Atlanta, GA | Oct 2020 - Current | 3 |
| Scf Securities, Inc. | Fresno, CA | Jan 2018 - Oct 2020 | 2 |
| Scf Investment Advisors, Inc. | Fresno, CA | Jan 2018 - Oct 2020 | 2 |
| Dpfsm, Llc Dba Divorce Financial Planning | Tampa, FL | Jun 2011 - Oct 2020 | 9 |
| Global Financial Private Capital LLC | Sarasota, FL | Feb 2014 - Jan 2018 | 3 |
| Gf Investment Services, LLC | Sarasota, FL | Jul 2013 - Jan 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2008 |
- TX
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Total Assets Under Management370MILLIONS
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Total Number of Accounts697ACCOUNTS
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Average Account Value$530,998
- 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
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, LA, MI, NC, NY, OH, SC, TX
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