Raymond Alagao Velasco

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

• 06/2016 → 06/2019
  Lpl Financial, Llc
  Lisle, IL
• 10/2016 → 06/2019
  Opus Wealth Partners, Llc (Dba: Opus Wealth Management Group)
  Lisle, IL
• 07/2019 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2016-12-13 → 2019-06-25
  Opus Wealth Management Group
  Lisle, IL
• 2016-06-22 → 2017-02-13
  Lpl Financial Llc
  Oak Brook, IL
  Orland Park, IL
  Lisle, IL
• 2008-03-03 → 2016-07-01
  Msi Financial Services, Inc.
  Downers Grove, IL
  Downers Grove, IL

Other Businesses

1) DBA: RVS WEALTH MANAGEMENT - 2531 BODDINGTON LANE, NAPERVILLE, IL; OWNER; PROVIDE INVESTMENT ADVISORY SERVICES; INVESTMENT RELATED BUSINESS; 100% OF TIME SPENT 2) FIXED INSURANCE BUSINESS-3333 WARRENVILLE ROAD, SUITE 200, LISLE, IL 60532; NON-INVESTMENT RELATED; PROVIDING ADVICE TO CLIENTS ON HOW TO MANAGE THEIR INVESTMENT PORFOLIOS; INVESTMENT ADVISOR REPRESENTATIVE; 2% OF TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-25
• S63 Uniform Securities Agent State Law Examination
  2005-07-21

Other Names

• Raymond Velasco
• Raymond Alagao Velasco
• Ray Velasco
• Raymond Alagao Velasco