Robert David Koppenhofer

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → Present
  Raymond James Financial Services, Inc.
  Huntersville, NC
• 03/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Huntersville, NC

Other Businesses

(1)Name of Business: Address: 921 Northeast Drive Unit 26, Davidson, NC, 28036, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/10/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Rental Property Address: 7300 Swansea Lane, Cornelius, NC, 28031, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/15/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own and Manage Rental Property (3)Name of Business: Willliamson Wealth Group Address: 7632 Norman Island Drive, Cornelius, NC, 28031, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/18/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor

Exams

• S66 Uniform Combined State Law Examination
  2013-03-05

Other Names

• David Koppenhofer