Joseph Aloisio, financial advisor Fort Lauderdale FL

Joseph Aloisio

CRD Number: 2878643
Current Firm: Kovack Advisors, Inc.

Joseph Aloisio (CRD# 2878643) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Fort Lauderdale, FL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Advisors, Inc. Fort Lauderdale, FL Jan 2015 - Current 9
Kovack Securities Inc. Marietta, GA Oct 2014 - Current 9
Security Mutual Life Insurance Co Webster, NY Apr 1973 - Current 50
Resource Horizons Group, LLC Atlanta, GA Oct 2001 - Dec 2014 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Joseph Aloisio
Phone Number: 954-782-4771
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    3,651
    MILLIONS
  • Total Number of Accounts
    14,593
    ACCOUNTS
  • Average Account Value
    $250,168
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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