Vicki
Kovach
Certified Advisory Corp
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About this Advisor
Vicki Kovach is a certified financial planner working in Altamonte Springs, Florida with a total of 17 years of industry experience. Kovach works at Certified Advisory Corp. Their career trajectory has included roles at Certified Advisory Corp, Transam Securities, Inc, Certified Insurance Corp, Vdk Financial Services, Inc, Maitland Securities, Inc, Team Beachbody, Us 19 LLC, D.A. Holt, Inc and Fortune Financial Services. Kovach maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Florida. Certified Advisory Corp is a firm that has its headquarters in Altamonte Springs, FL. It has offices in five locations and a total of 38 employees. It manages $2 billion in assets under management across its 5,503 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to five charities and foundations. Of its 5,503 accounts, 19% are associated with high-net-worth investors who have greater than $1 million in investable assets. Certified Advisory Corp has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely vary depending on which services the firm provides the client. However, fee types billed by Certified Advisory Corp most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certified Advisory Corp Brokerage Details
$1,921,925,914
38
5,503
$349,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Vicki Kovach Work History
Vicki has been registered as a financial advisor for 17 years.*
Us 19 LLC
D.A. Holt, Inc
Vdk Financial Services, Inc
Certified Advisory Corp
Certified Insurance Corp
Fortune Financial Services
Team Beachbody
Maitland Securities, Inc
Transam Securities, Inc
*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 Vicki Kovach 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 Certified Advisory Corp
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Gainesville, FL
Altamonte Springs, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
