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 based in Merrillville, Indiana, working with Kovack Advisors, Inc. Justin has previously held positions 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. Justin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Indiana. Currently, Justin is part of Kovack Advisors, Inc, which operates out of Merrillville, Indiana. 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

8105 Georgia Street Suite C
Merrillville, IN 46410

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Kovack Advisors, Inc Brokerage Details

Total Assets Under Management

$4,287,822,781

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

315

IN Average: 62
Total Number of Accounts

18,409

IN Average: 2,474
Average Account Size

$232,920

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

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

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

Joseph Gallagher
Fort Lauderdale, FL
Rafael Gutierrez
Fort Lauderdale, FL
Alicia Alvarez
Fort Lauderdale, FL
Wayne Cassriel
Fort Lauderdale, FL
Timothy Waller
Fort Lauderdale, FL
Steven Newman
Oviedo, FL
Christopher Yarosh
Fort Lauderdale, FL
Peter Monks
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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