Timothy
Davis

Kovack Advisors, Inc

CRD#5814437
Investment Advisor
in Livingston, NJ

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About this Advisor

Timothy Davis is a financial advisor based in Livingston, New Jersey, working with Kovack Advisors, Inc. Timothy has previously held positions at National Securities Corp, Scf Securities, Inc, Scf Investment Advisors, Inc, Kovack Securities, Inc, and Kovack Advisors, Inc. Timothy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New Jersey, and Texas. Currently, Timothy is part of Kovack Advisors, Inc, which operates out of Livingston, New Jersey. 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

Livingston, NJ

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Kovack Advisors, Inc Brokerage Details

Total Assets Under Management

$4,287,822,781

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

315

NJ Average: 62
Total Number of Accounts

18,409

NJ Average: 2,474
Average Account Size

$232,920

NJ 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

Timothy Davis Work History

2018 - Present (6 years)

Kovack Securities, Inc

2018 - Present (6 years)

Kovack Advisors, Inc

2017 - 2018 (1 year)

Scf Investment Advisors, Inc

2016 - 2018 (2 years)

Scf Securities, Inc

2011 - 2016 (5 years)

National Securities Corp

Disclosures

Please visit the SEC profile of Timothy Davis 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

Timothy Waller
Fort Lauderdale, FL
Bree Simmons
Fort Lauderdale, FL
Paul Dobler
Fort Lauderdale, FL
Harold Soria
Fort Lauderdale, FL
Christopher Yarosh
Fort Lauderdale, FL
Jack Avigael
Fort Lauderdale, FL
Wayne Cassriel
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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