Broker Check

Investment Advisory

KAC Financial Services offers Investment Advisory Services through Kovack Advisors, Inc. an SEC Registered Investment Advisor.

About Kovack Advisors (KAI)

Kovack Advisors, Inc. is an SEC Registered Investment Advisor headquartered in Fort Lauderdale, Florida with advisors located throughout the country. KAI provide a comprehensive selection of professionally managed fee-based accounts for institutional and private investors. Each of our registered advisors has the freedom to select from world-class investment managers and the flexibility to provide those services at a competitive rate. These factors let us be completely objective when servicing our clients as well as save them money. As an independent firm, our advisors can offer non-proprietary fee-based solutions, which are designed to fit each client’s specific needs.

Our firm can help you manage your investments, which include but aren’t limited to:

  • Stocks
  • Fixed Income (treasuries, corporate, and government bonds)
  • Exchange-traded funds and mutual funds
  • Structured notes and other derivatives
  • Real estate investment trusts
  • Tangible assets like rental properties
  • Alternative assets such as private equity and hedge funds

In addition to these assets, we analyze your accounts and underlying investments to discover  investment fees, compared to rates of return, and other important data points. This analysis will help you save money spent on investment fees and only select investment vehicles that have long term benefits. We also use strategies like tax-loss harvesting and using tax-advantaged investments to reduce the amount of taxes that you’d need to pay.

Kovack Advisors will work with you and your Investment Advisor Representative to select the account(s) best suited to your investment profile.

Professional Investment Advisory Program Opportunities

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About Kovack Advisors

Kovack Advisors, (www.kovackadvisors.com), is an SEC-registered Investment Advisor in Fort
Lauderdale, Florida. We provide a comprehensive selection of professionally managed
fee-based accounts for institutional and private investors. Kovack Advisors is a sister company to Kovack Securities (www.kovacksecurities.com), an independently owned and operated, full services securities brokerage firm registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Kovack Advisors may use Kovack Securities to act as an introducing broker-dealer on a fully disclosed basis when opening customer accounts.

Kovack Advisors, Inc. 6451 North Federal Highway, Suite 1201
Fort Lauderdale, Florida 33308
Telephone: 954.782.4771 Facsimile: 954.943.7331
Visit our website to learn more. www.kovackadvisors.com


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.