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Peter K

Series 66

White Salmon, WA

Raymond James Financial

Peter Kotkas is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 18 years of industry experience. He previously worked at Commonwealth Financial Network for five years and Wells Fargo Advisors Financial Network LLC for ten years. His other business activity includes managing a rental real estate property in Pacific City, Oregon. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary advisory services supported by analytical tools and maintains a municipal advisor affiliation, which is uncommon among large institutional advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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