Juan
Bruno

Kovack Advisors, Inc

CRD#3112177
Investment Advisor
in Pompano Beach, FL

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About this Advisor

Juan Bruno is a financial advisor based in Pompano Beach, Florida, working with Kovack Advisors, Inc. Juan has previously held positions at Lincoln Financial Securities Corporation and Kovack Securities, Inc. Juan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Juan is part of Kovack Advisors, Inc, which operates out of Pompano Beach, 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

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

3000 N University Drive Suite D
Pompano Beach, FL 33065

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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

Juan Bruno Work History

2015 - Present (9 years)

Kovack Securities, Inc

2008 - 2015 (7 years)

Lincoln Financial Securities Corporation

Disclosures

Please visit the SEC profile of Juan Bruno 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

Joseph Gallagher
Fort Lauderdale, FL
Rafael Gutierrez
Fort Lauderdale, FL
Jack Avigael
Fort Lauderdale, FL
Wayne Cassriel
Fort Lauderdale, FL
Timothy Waller
Fort Lauderdale, FL
Timothy Hummel
Fort Lauderdale, FL
Christopher Yarosh
Fort Lauderdale, 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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