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Robin Jones Kovich Robertson

PACIFIC PEAK ADVISORS, LLC·KETCHUM, Idaho
SIE, Series 6, Series 7, Series 22, Series 24, Series 63Clean record24 years registeredPACIFIC PEAK ADVISORS, LLC
120 2ND AVENUE, KETCHUM, ID 83340CRD# 1314405Firm CRD# 326711

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robin Jones Kovich Robertson · KETCHUM, ID
Registration
CRD #1314405 · PACIFIC PEAK ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

PACIFIC PEAK ADVISORS, LLC
Jun 2023 – present
THE LEADERS GROUP, INC.
Sep 2002 – present
TLG ADVISORS, INC.
Jan 2004 – Nov 2023
Ketchum, ID
SECURIAN FINANCIAL SERVICES, INC.
Apr 2002 – Oct 2002
NEWPORT BEACH, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 22
Series 24
Series 63
Registration record
First registered · April 18, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PACIFIC PEAK ADVISORS, LLC
CRD 326711 · SEC 801-128225
AUM
$187M
Regulatory assets under management
Employees
2
241 client accounts
Services offered by PACIFIC PEAK ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PACIFIC PEAK ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Robin Jones Kovich Robertson offer?
Robin Jones Kovich Robertson specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in KETCHUM, Idaho for a consultation.
What are Robin Jones Kovich Robertson's credentials?
Robin Jones Kovich Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robin Jones Kovich Robertson located?
Robin Jones Kovich Robertson is based in KETCHUM, Idaho, working with PACIFIC PEAK ADVISORS, LLC. Their office serves clients in the KETCHUM metropolitan area and surrounding communities.
How does Robin Jones Kovich Robertson charge for services?
Robin Jones Kovich Robertson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PACIFIC PEAK ADVISORS, LLC?
PACIFIC PEAK ADVISORS, LLC has approximately 2 employees and manages $187M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PACIFIC PEAK ADVISORS, LLC

Sean Michael Kovich
KETCHUM, ID
CFP

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