Richard Anthony Kohl

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

• 11/2020 → 11/2021
  Fidelity Investments
  Covington, KY
• 04/2020 → 11/2020
  Unemployed
  Orlando, FL
• 05/2018 → 04/2020
  Patina Restaurant Group
  Orlando, FL
• 02/2017 → 05/2018
  Gaylord Palms
  Kissimmee, FL
• 06/2013 → 02/2017
  Yard House
  Orlando, FL
• 11/2021 → 04/2022
  Brio
  Newport, KY
• 04/2022 → 09/2022
  Braxton Brewing
  Covington, KY
• 10/2022 → Present
  Raymond James Financial Services, Inc.
  Fort Thomas, KY
• 10/2022 → 03/2023
  Concurrent Advisors
  Fort Thomas, KY
• 03/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Thomas, KY

Other Businesses

(1) Name of Business: Bisbe Capital Address: 1 Highland Ave Ste F, Fort Thomas, KY, 41075-1624, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support for the business

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-15
• S63 Uniform Securities Agent State Law Examination
  2021-05-13

Other Names

• Richard Anthony Kohl
• Richard Kohl
• Richard Anthony Kohl