Roby
Kotcamp
Centura Wealth Advisory
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About this Advisor
Roby Kotcamp is a certified financial planner operating out of Scottsdale, Arizona, who has 2 years of relevant experience. Kotcamp currently works for Centura Wealth Advisory. Their career trajectory has included roles at Ronald Blue & Co, Kgms Capital LLC and Ccg Wealth Management LLC. Kotcamp is registered to operate in Arizona and Texas. Centura Wealth Advisory is an advisory firm operating out of San Diego, CA. The company has offices in four locations and a total of 34 advisors. It oversees $665 million in assets among its 1,546 accounts, placing it among the larger financial advisory firms in the United States by assets under management. Of its 1,546 customer accounts, 31% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on the services provided. Fees billed by Centura Wealth Advisory likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centura Wealth Advisory Brokerage Details
$665,248,588
34
1,546
$430,303
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Roby Kotcamp Work History
Roby has been registered as a financial advisor for 2 years.*
Ccg Wealth Management LLC
Kgms Capital LLC
Ronald Blue & Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Roby Kotcamp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centura Wealth Advisory
Denver, CO
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
