Robert KokolCRD Number: 4623057
Current Firm: Scf Investment Advisors, Inc.
Robert Kokol (CRD# 4623057) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Tampa, FL and has over 15 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Scf Investment Advisors, Inc.||Fresno, CA||Jan 2018 - Current||< 1|
|Scf Securities, Inc.||Fresno, CA||Jan 2018 - Current||< 1|
|Dpfsm, Llc Dba Divorce Financial Planning||Tampa, FL||Jun 2011 - Current||6|
|Global Financial Private Capital LLC||Sarasota, FL||Feb 2014 - Jan 2018||3|
|Gf Investment Services, LLC||Sarasota, FL||Jul 2013 - Jan 2018||4|
|Platinum Wealth Partners||Tampa, FL||Jul 2013 - Feb 2014||< 1|
|Lasalle St. Securities||Elmhurst, IL||Jun 2011 - May 2013||1|
|Axa Advisors, LLC||New York, NY||Aug 2008 - May 2011||2|
|Unemployed||Tampa, FL||Apr 2008 - Aug 2008||< 1|
|Raymond James & Associates, Inc.||St. Petersburg, FL||Dec 2004 - Apr 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management1,176MILLIONS
Total Number of Accounts7,119ACCOUNTS
Average Account Value$165,154
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV
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