Sommer
O'Neil
Kovack Advisors, Inc
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About this Advisor
Sommer O'Neil is a financial advisor based in Punta Gorda, Florida, working with Kovack Advisors, Inc. Sommer has previously held positions at Suntrust Investment Services, Inc, Kovack Securities, Inc, and Kovack Advisors, Inc. Sommer has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Sommer is part of Kovack Advisors, Inc, which operates out of Punta Gorda, 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
Services Offered
Fee Structure
Office Location
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Kovack Advisors, Inc Brokerage Details
$4,287,822,781
315
18,409
$232,920
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
Sommer O'Neil Work History
Kovack Securities, Inc
Kovack Advisors, Inc
Suntrust Investment Services, Inc
Suntrust Investment Services, Inc
Suntrust Investment Services, Inc
Disclosures
Please visit the SEC profile of Sommer O'Neil to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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