Robert Arthur Koba

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

• 01/2015 → 06/2017
  Lpl Financial Llc
  San Diego, CA
• 06/2017 → 09/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 05/2015 → 06/2017
  New England Financial
  San Diego, CA
• 09/2019 → Present
  Raymond James Financial Services, Inc
  San Diego, CA
• 09/2019 → 03/2021
  Mission Federal Credit Union
  San Diego, CA
• 09/2019 → Present
  Raymond James Financial Services Advisors
  San Diego, CA
• 01/2005 → Present
  Health Insurance
  San Diego, CA

Previous Registrations

• 2017-06-20 → 2019-09-18
  Cuso Financial Services, L.P.
  La Mesa, CA
  San Diego, CA
  Santee, CA
  San Diego, CA
  San Diego, CA
  El Cajon, CA
  San Diego, CA
  La Mesa, CA
  San Diego, CA
• 2015-02-03 → 2017-06-14
  The Wealth Consulting Group
  San Diego, CA
• 2013-09-19 → 2015-01-06
  New England Securities
  San Diego, CA
• 2008-01-16 → 2013-08-27
  Pruco Securities, Llc.
  Sherman Oaks, CA
  San Diego, CA
  Sherman Oaks, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-01-10
• S63 Uniform Securities Agent State Law Examination
  2005-10-29

Other Names

• Bobby Koba
• Robert Arthur Koba
• Robert A. Koba
• Robert Arthur Koba
• Robert A. Koba