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Isabelle Allison Shick

Kovack Advisors, Inc.

Ft. Lauderdale, FL

CRD 5364794

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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:

Current Employers
Kovack Advisors, Inc.

6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-05-25
FL RA APPROVED 2011-03-10
  • OH RA
    APPROVED
    Since 2024-05-25
  • FL RA
    APPROVED
    Since 2011-03-10

Branch Locations

6451 N. Federal Hwy Suite 1201, Ft. Lauderdale, FL 33308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kovack Securities Inc. Ft. Lauderdale FL 06/2007 Present
Kovack Advisors, Inc. Ft. Lauderdale FL 01/2011 Present
  • 06/2007 → Present
    Kovack Securities Inc.
    Ft. Lauderdale, FL
  • 01/2011 → Present
    Kovack Advisors, Inc.
    Ft. Lauderdale, FL
Other Businesses

1) FIXED INSURANCE - 4357 NE 22ND AVE., FORT LAUDERDALE, FL 33308, FIXED INSURANCE AGENT, SALES, 5% OF TIME SPENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-10
  • S66 Uniform Combined State Law Examination
    2011-01-10

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.
J.P. MORGAN SECURITIES LLC

Nearby Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM

Nearby Offices

KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fort Lauderdale, FL

More in Ft. Lauderdale, FL

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