Vicki Denise Kovach

Employer firm

Certified Advisory Corp CRD 120990

$3.04B regulatory AUM 61 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2006 → Present
  Certified Advisory Corp
  Altamonte Springs, FL
• 07/2006 → 06/2021
  Transam Securities, Inc.
  Altamonte Springs, FL
• 07/2006 → Present
  Certified Insurance Corp
  Altamonte Springs, FL
• 04/2011 → Present
  Vdk Financial Services, Inc.
  Occoee, FL
• 06/2013 → 12/2017
  Maitland Securities, Inc.
  Altamonte Springs, FL
• 08/2015 → 08/2019
  Team Beachbody
  Orlando, FL
• 11/2017 → Present
  Us 19 Llc
  Clearwater, FL
• 12/2017 → Present
  D.A. Holt, Inc.
  Clearwater, FL
• 03/2021 → 06/2021
  Fortune Financial Services
  Monaca, PA

Previous Registrations

• 2003-08-26 → 2006-07-19
  Colonial Asset Management Inc
  Montgomery, AL
  Kissimmee, FL
  Orlando, FL
• 2000-06-09 → 2002-06-17
  Lpl Financial Llc
  Clearwater, FL

Other Businesses

VDK Financial Services, Inc. Owner/President since 04/11. 3347 Kentshire Blvd., Ocoee, FL 34761. Non-investment related. 2 hrs/week. D.A. Holt, Inc. Vice President/Secretary since 12/17. 16313 US Hwy 19, N., Clearwater, FL 33764. Property Leasing. Ã,½ hr/week. Non-investment related. US 19, LLC. Manager since 11/17. 16313 US Hwy 19, N., Clearwater, FL 33764. Property leasing. Ã,½ hr/week. Non-investment related. Insurance Sales - Certified Insurance Corp since 07/2006 RIA - Certified Advisory Corp - financial planning since 07/2006

Exams

• S66 Uniform Combined State Law Examination
  2003-03-24
• S63 Uniform Securities Agent State Law Examination
  1998-04-22

Designations

• Certified Financial Planner

Other Names

• Vicki Denise Holt