David
Brown

Kovack Advisors, Inc

CRD#4008244
Investment Advisor
in Boca Raton, FL

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About this Advisor

David Brown is a financial advisor based in Boca Raton, Florida, working with Kovack Advisors, Inc. David has previously held positions at Kovack Securities Inc and Kovack Advisors, Inc. David has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Colorado, Florida, Georgia, Illinois, Indiana, Massachusetts, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Currently, David is part of Kovack Advisors, Inc, which operates out of Boca Raton, Florida. The firm has 205 offices and 315 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kovack Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

951 Yamato Road Suite 201
Boca Raton, FL 33431

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Kovack Advisors, Inc Brokerage Details

Total Assets Under Management

$4,287,822,781

FL Average: $1,855,561,029
Total Number of Employees

315

FL Average: 62
Total Number of Accounts

18,409

FL Average: 2,474
Average Account Size

$232,920

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

David Brown Work History

2006 - Present (18 years)

Kovack Advisors, Inc

2004 - Present (20 years)

Kovack Securities Inc

Disclosures

Please visit the SEC profile of David Brown 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 Kovack Advisors, Inc

Aaron Herman
Fort Lauderdale, FL
Joseph Gallagher
Fort Lauderdale, FL
Jack Avigael
Fort Lauderdale, FL
Christopher Yarosh
Fort Lauderdale, FL
Timothy Waller
Fort Lauderdale, FL
Kevin Connor
Jupiter, FL
Steven Newman
Oviedo, FL
Harold Soria
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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