Steven Randal Wright

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

• 04/2014 → 10/2017
  Kovack Securities
  Ft Lauderdale, FL
• 10/2013 → 09/2017
  Wright Financial Concepts Llc
  Winter Haven, FL
• 10/2017 → 03/2018
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2017 → 03/2018
  Northwestern Mutual Investment Services Llc
  Lakeland, FL
• 04/2018 → 09/2022
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 04/2018 → 09/2022
  Kovack Advisors, Inc
  Fort Lauderdale, FL
• 04/2018 → Present
  Wright Financial Concepts, Llc
  Winter Haven, FL
• 09/2022 → 06/2023
  Ifp Securities Llc
  Tampa, FL
• 09/2022 → 06/2023
  Independent Financial Partners
  Tampa, FL
• 06/2023 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 06/2023 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2022-09-22 → 2023-02-06
  Independent Financial Partners
  Tampa, FL
  Winter Haven, FL
• 2018-04-11 → 2022-09-09
  Kovack Advisors, Inc.
  Winter Haven, FL
• 2017-10-30 → 2018-03-09
  Northwestern Mutual Investment Services, Llc
  Lakeland, FL
• 2015-07-16 → 2017-10-04
  Kovack Advisors, Inc.
  Winter Haven, FL
  Ft. Lauderdale, FL

Other Businesses

1) DBA - WRIGHT FINANCIAL CONCEPTS, LLC - 154 AVENUE H S.E., WINTERHAVEN, FL 33880; INVESTMENT RELATED; FINANCIAL SERVICES; MANAGE; 20% OF TIME SPENT. 2) DBA - ARMOUR FINANCIAL CONCEPTS, LLC - 154 AVENUE H S.E., WINTERHAVEN, FL 33880; INVESTMENT RELATED; MAINTAINING RECORDS AND PERFORMING WORK FOR WRIGHT FINANCIAL CONCEPTS, LLC; OWNER; 20% OF TIME SPENT. 3) JARED'S LAND COMPANY, LLC - 154 AVENUE H S.E., WINTERHAVEN, FL 33880; INVESTMENT RELATED; REAL ESTATE; MANAGER; LESS THAN 1% OF TIME SPENT. 4) S.R. WRIGHT & COMPANY, P.A. - 154 AVENUE H S.E., WINTERHAVEN, FL 33880; NON-INVESTMENT RELATED; CPA FIRM; ACCOUNTANT & VICE PRESIDENT; 75% OF TIME SPENT. 5) PROFESSIONAL PROPERTIES OF CENTRAL FL, INC. - 154 AVENUE H S.E., WINTERHAVEN, FL 33880; INVESTMENT RELATED; REAL ESTATE; MANAGER; LESS THAN 1% OF TIME SPENT. 6) FIDUCIARY TAX SERVICES, LLC - 154 AVENUE H S.E., WINTERHAVEN, FL 33880; INVESTMENT RELATED; NON-INVESTMENT REALATED; TAX SERVICE PREPARATION; MANAGER; LESS THAN 1% OF TIME SPENT. 7) WRIGHTLANDS, LLC - 154 AVENUE H S.E., WINTERHAVEN, FL 33880; INVESTMENT RELATED; REAL ESTATE; MANAGER; LESS THAN 1% OF TIME SPENT. 8) FIXED INSURANCE SALES - 154 AVENUE H S.E., WINTERHAVEN, FL 33880; INVESTMENT RELATED; SALE OF INSURANCE AND VARIABLE ANNUITY CONTRACTS; REGISTERED REP; 1% OF TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-07-10
• S63 Uniform Securities Agent State Law Examination
  2015-04-13

Other Names

• Steven Randal Wright
• Steven Randal Wright