Roby Kotcamp, financial advisor Scottsdale AZ
90 score

Roby Kotcamp

CRD Number: 5991359
Current Firm: Kgms Capital LLC

Roby Kotcamp (CRD# 5991359) is an Investment Advisor Representative working at Kgms Capital LLC in Scottsdale, AZ and has 1 year of experience in the finance industry. Roby Kotcamp 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.

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Professional Designations
Company Name Location Dates Years
Kgms Capital LLC Gilbert, AZ Nov 2016 - Current 1
Ronald Blue & Company Tempe, AZ Sep 2011 - Oct 2016 5
Kgms Capital, LLC Phoenix, AZ Dec 2009 - Sep 2011 1
Honeywell Phoenix, AZ Jul 1999 - Jan 2010 10

Roby Kotcamp has no recent exams reported.
Contact Info for Roby W. Kotcamp
Phone Number: (480) 750-9450
Registered State(s):
  • AZ
  • TX
Current Firm Details
Kgms Capital LLC
Firm's CRD Number: 285680
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $248,088
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
Types of Clients
Registered States

AZ, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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