Bradley Ray Teets

Employer firm

Kovack Advisors, Inc. CRD 140808

$6.28B regulatory AUM 205 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/1992 → Present
  Bradley R Teets, Cpa
  Pittsburgh, PA
• 05/2004 → Present
  Kovack Securities Inc.
  Ft. Lauderdale, FL
• 01/2007 → Present
  Kovack Advisors
  Ft. Lauderdale, FL

Other Businesses

1)DBA- ALTRUS INVESTMENT SERVICES-150 W. MCKENZIE STREET, SUITE 116, PUNTA GORDA, FL 33950; INVESMENT RELATED; INVESTMENT SERVICES, FINANCIAL PLANNING AND INSURANCE SALES; FINANCIAL/REGISTERED SALES ASSISTANT; 75% OF TIME SPENT. 2) CPA PRACTICE - 150 W. MCKENZIE STREET, PUNTA GORDA, FL 33950, SOLE PROPRIETOR, INCOME TAX PREPARATION, PLANNING AND GENERAL CONSULTING, ESTATE PLANNING, OWNER/CPA, 5% OF TIME SPENT. 3) MEMBER OF CITY OF PUNTA GORDA GENERAL EMPLOYEES' PENSION BOARD - 326 WEST MARION AVE, PUNTA GORDA, FL 33950, CITY PENSION BOARD MEMBER, NON-COMPENSATED VOLUNTEER POSITION, ASSIST BOARD OVERSEE PENSION PLAN, LESS THAN 1% OF TIME SPENT. 4) FIXED INSURANCE/ ANNUITY SALES - 150 W. MCKENZIE STREET #116, PUNTA GORDA, FL 33950; FIXED INSURANCE/ ANNUITY SALES THROUGH KOVACK APPROVED MARKETING AGENCIES; THOUGH THE B/D, OR DIRECTLY THROUGH ISSUERS; AGENT; SALES; 20% OF TIME SPENT 5) SCENIC VIEW STORAGE CONDOMINIUM ASSOCIATION-3700 TAYLOR RD., PUNTA GORDA FL 33950; NON-INVESTMENT RELATED; STORAGE CONDO FACILITY OF 23 UNITS. I OWN ONE UNIT, ON THE BOARD TO REVIEW CHECKS AND RECEIPTS AND MEET WITH LOCAL ACCOUNTANT AS NEEDED; BOARD MEMBER AND TREASURER; 1% OF TIME SPENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-02-27

Designations

• Certified Financial Planner
• Personal Financial Specialist