Vicki Kovach (CRD# 1971307) is an Investment Advisor Representative working at Certified Advisory Corp in Altamonte Springs, FL and has over 26 years of experience in the finance industry. Vicki Kovach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Holt, Inc. | Clearwater, FL | Dec 2017 - Current | 6 |
| Us 19 LLC | Clearwater, FL | Nov 2017 - Current | 6 |
| Vdk Financial Services, Inc. | Occoee, FL | Apr 2011 - Current | 13 |
| Certified Advisory Corp | Altamonte Springs, FL | Jul 2006 - Current | 17 |
| Certified Insurance Corp | Altamonte Springs, FL | Jul 2006 - Current | 17 |
| Fortune Financial Services | Monaca, PA | Mar 2021 - Jun 2021 | < 1 |
| Transam Securities, Inc. | Altamonte Springs, FL | Jul 2006 - Jun 2021 | 14 |
| Team Beachbody | Orlando, FL | Aug 2015 - Aug 2019 | 4 |
| Maitland Securities, Inc. | Altamonte Springs, FL | Jun 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2003 |
- FL
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Total Assets Under Management2,273MILLIONS
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Total Number of Accounts5,840ACCOUNTS
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Average Account Value$389,170
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TN, TX, VA, WA
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