Robert Andrew Kopp

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 11/2013 → 04/2019
  Lpl Financial Llc
  Huntington, WV
• 11/2013 → 04/2019
  Householder Group Estate & Retirement Specialists
  Huntington, WV
• 04/2019 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2013-11-15 → 2019-04-25
  Householder Group Estate & Retirement Specialists
  Huntington, WV
• 2009-06-30 → 2013-11-20
  Householder Group Financial Advisors, Llc
  Huntington, WV
• 2007-07-11 → 2009-06-08
  Householder Group, Estate & Retirement Specialists
  Huntington, WV

Other Businesses

1. 1/10/2017 - RAKopp, Inc. - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start 01/10/2007 - 1 Hour Per Month/0 Hours During Securities Trading - Business entity for tax purposes. 2. Fourth Avenue Financial - DBA, Investment Related

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-05
• S63 Uniform Securities Agent State Law Examination
  1982-08-25

Other Names

• Robert Andrew (Jr) Kopp