Lilian
Perez
Kovack Advisors, Inc
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About this Advisor
Lilian Perez is a financial advisor based out of Fort Lauderdale, Florida with 2 years of relevant experience. Perez is on the advisory team at Kovack Advisors, Inc. Their career trajectory has included roles at Investacorp, Inc, Realty, Taxi Builder, Securities America, Inc, Raymond James & Associates, Inc, Kovack Securities, Inc and Kovack Advisors, Inc. Perez holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida. Kovack Advisors, Inc is a registered investment business headquartered in Fort Lauderdale, FL. The firm has offices in 210 locations and a total of 330 employees. It administers $4 billion in total assets among its 14,593 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 14,593 customer accounts, just 9% are associated with high-net-worth investors who have at least $1 million in investable assets. Kovack Advisors, Inc offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules typically are based on the services provided. Fees billed by Kovack Advisors, Inc likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kovack Advisors, Inc Brokerage Details
$3,650,695,824
330
14,593
$250,168
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
Lilian Perez Work History
Lilian has been registered as a financial advisor for 2 years.*
Kovack Securities, Inc
Kovack Advisors, Inc
Securities America, Inc
Raymond James & Associates, Inc
Investacorp, Inc
Realty
Taxi Builder
*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 Lilian Perez 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
Livingston, NJ
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Brookfield, WI
Macon, GA
Fort Lauderdale, FL
Santa Barbara, CA
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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