Laurel Kay Miller

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

• 08/2013 → 09/2017
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 09/2017 → Present
  Oak Tree Group
  Marietta, GA

Other Businesses

1) SOCCER REFEREE - ATLANTA, GA; WATCH OVER SOCCER FAMES, ENFORCE RULES OF THE LEAGUE AND PROVIDE GAME REPORT TO LEAGUE OFFICIALS; NON-INVESTMENT RELATED BUSINESS; 5% OF TIME SPENT 2) THE OAK TREE GROUP - 1337 CANTON ROAD SUITE A MARIETTA, GA 30066; FINANCIAL ADVISOR; WORK WITH CLIENTS OF OTG TO SERVICE ACCOUNTS PROVIDE FINANCIAL ADVICE BASED ON OUR CLIENT'S NEEDS AND OBJECTIVES. INVESTMENT RELATED BUSINESS; 99% OF TIME SPENT. 3) FAIRWAYS OF CANTON - 400 LAUREL CANYON PKWY, CANTON, GA 30114; NON-INVESTMENT RELATED; START DATE JAN 1.1.26; BOOKEEPING, ACCOUNTING AND ADMIN ASSISTANCE FOR GOLF COURSE; 80 HOURS/MONTH DEVOTED TO OTHER BUSINESS; 80 HOURS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-26