Raymond James welcomes financial advisor duo managing approximately $200 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Trevor Becker, AIF®, and Peter Kotkas, CPFA®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Sanjiv Shukla, Western assistant division director for RJFS.
The advisors arrive from Commonwealth Financial Network, where they managed approximately $200 million in client assets. As co-founders of Noble Investments, based in White Salmon, Washington and in Portland, Oregon, they provide holistic financial planning and guidance to a variety of clients, including families, individuals, business owners and retirees.
“Raymond James provides the resources and research depth to help strengthen our portfolio work and support high-net-worth and institutional clients, all within a culture that keeps client interests at the center,” said Becker.
Becker began his career at Ameriprise Financial Services in 2007 and affiliated with Commonwealth in 2020. He holds the Accredited Investment Fiduciary® designation in addition to a bachelor’s degree from Green Mountain College.
“Our work has always been about building trust through clear communication,” said Kotkas. “Raymond James shares that focus while offering advanced tools to better serve and maintain client relationships.”
Kotkas also brings over 17 years of financial services industry experience, beginning his career in 2008 at MML Investors Services and affiliating with Commonwealth Financial Network in 2020. His experience is backed by a bachelor’s degree from the University of Montana in addition to the Certified Plan Fiduciary Advisor® designation.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.69 trillion as of Aug. 31, 2025. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Noble Investments is not a registered broker/dealer and is independent of Raymond James Financial Services.