Stephen Paul Webb

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

• 03/2016 → Present
  American United Life
  Lakeland, FL
• 04/2016 → 12/2023
  Oneamerica Securities
  Lakeland, FL
• 12/2023 → Present
  Kovack Securities, Inc.
  Fort Lauderdale, FL
• 12/2023 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2022-08-01 → 2023-12-12
  Oneamerica Securities, Inc.
  Tampa, FL
  Tampa, FL
  Lakeland, FL
  Tampa, FL
  Lakeland, FL
  Tampa, FL
  Indianapolis, IN

Other Businesses

1) DBA WEBBS FAMILY FINANCIAL SERVICES, INC. - 2008 JOHN ARTHUR WAY LAKELAND, FL 33803; INVESTMENT RELATED; FIXED INSURANCE; PRESIDENT; INSURANCE SALES; 20% OF TIME SPENT. 2) PAC DREAM CENTERS INC - 123 FIFTH AVENUE, NEW YORK, NY 10160; NON-INVESMENT RELATED; NON PROFIT ORG TO HELP PEOPLE WHO ARE VICTIMS OF HUMAN TRAFFICKING; BOARD MEMBER; 5% OF TIME SPENT. 3) SYLVESTOR SHORES BOARD OF TRUSTEE'S - 2247 NOTTINGHAM ROAD, LAKELAND, FL 33803; NON-INVESTMENT REALTED; ADVISE ON PARK PROPERTY AND IN THE NEIGHBORHOOD; BOARD MEMBER; 5% OF TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-28