Cheryl Dickey Mcguire

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

• 09/2014 → Present
  Kovack Securities, Inc
  Ft. Lauderdale, FL
• 01/2015 → Present
  Kovack Advisors, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2014-08-08 → 2014-12-31
  Resource Horizons Investment Advisory, Inc.
  Marietta, GA
• 2013-12-02 → 2014-09-04
  Securities America Advisors, Inc.
  Augusta, GA
  Gulfport, MS
• 2011-06-10 → 2013-11-29
  Osaic Fs, Inc.
  Augusta, GA
  Gulfport, MS
• 2007-08-24 → 2011-06-17
  Securities America Advisors, Inc.
  Senoia, GA

Other Businesses

1) DBA - THE OAK TREE GROUP - 1337 CANTON RD, SUITE A, MARIETTA, GA 30066; INVESTMENT RELATED; FINANCIAL SERVICES; ADVISOR; 10 HOURS/MONTH OF TIME SPENT; 150 HOURS/MONTH OF TIME SPENT DURING TRADING HOURS. 2) ALLIANCE WEALTH ADVISORS, 1337 Canton Rd, Suite A, MARIETTA, GA 30066; INVESTMENT RELATED, FINANCIAL SERVICES AND INVESTMENT ADVISORY, PAID THROUGH COMMISSIONS AND FEES, ALL TRADING HOURS, SINCE 2014. 3) ALLIANCE WEALTH ADVISORS, INVESTMENT RELATED, LIFE, HEALTH, LTC, LTD INSURANCE SALES, AGENT, PAID THROUGH COMMISSION, 20 TRADING HOURS/MONTH, SINCE 2014. 4) FIXED INSURANCE - GA; FIXED INSURANCE (LIFE, HEALTH, DI, FIXED ANNUITIES); NON INVESTMENT RELATED; CAREER SALES AGENT; SALES; 20% OF TIME SPENT 5) SUMMIT FINANCIAL SERVICES INC - 4286 BELLS FERRY ROAD, SUITE 214, KENNESAW, GA 30144; FINANCIAL ADVISOR; RETIREMENT PLANNING, INVESTMENT PLANNING, INSURANCE; 20% OF TIME SPENT

Exams

• S66 Uniform Combined State Law Examination
  2007-03-02

Other Names

• Cheryl Dickey
• Cheryl Cathryn Dickey
• Cheryl Cathryn Mcguire