Justin
Savich

Kovack Advisors, Inc

CRD#3256004
Investment Advisor
in Merrillville, IN

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About this Advisor

Justin Savich is a financial advisor operating in Merrillville, Indiana who has 2 years of industry experience. Savich is an advisor for Kovack Advisors, Inc. Their career trajectory has included roles at Securities America Inc, Legacy Advisors Wealth Mgmt, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Wealth Planning Group, LLC, Condo Rental, Life Success Group, LLC, Securities America, Kovack Securities, Inc and Kovack Advisors, Inc. Savich maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida and Indiana. Kovack Advisors, Inc is a firm based out of Fort Lauderdale, FL. The company has offices in 210 locations and a total of 330 employees. It has $4 billion in assets under management among its 14,593 accounts, making it one of the largest firms in the nation by assets under management. Of its 14,593 customer accounts, just 9% belong to high-net-worth individuals who have more than $1 million in investable assets. Kovack Advisors, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually depend on the services offered. Fees billed by Kovack Advisors, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

8105 Georgia Street Suite C
Merrillville, IN 46410

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Kovack Advisors, Inc Brokerage Details

Total Assets Under Management

$3,650,695,824

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

330

IN Average: 62
Total Number of Accounts

14,593

IN Average: 2,474
Average Account Size

$250,168

IN 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

Justin Savich Work History

Justin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Kovack Securities, Inc

2021 - Present (3 years)

Kovack Advisors, Inc

2005 - Present (19 years)

Life Success Group, LLC

2004 - Present (20 years)

Wealth Planning Group, LLC

2017 - 2021 (4 years)

Transamerica Financial Advisors, Inc

2016 - 2018 (2 years)

Condo Rental

2009 - 2017 (8 years)

Securities America Inc

2009 - 2017 (8 years)

Legacy Advisors Wealth Mgmt

2009 - 2017 (8 years)

Securities America

1999 - 2021 (22 years)

World Financial Group, 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 Justin Savich 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

Paul Seig
Fort Lauderdale, FL
Kirby Chien
Lake Oswego, OR
Lauren Smith
Fort Lauderdale, FL
Scott Doyle
Livingston, NJ
Michel Tsaparlis
Fort Lauderdale, FL
Allison Trahan
Fort Lauderdale, FL
Wayne Cassriel
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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