Allen Gonzalez, financial advisor Fort Lauderdale FL
83 score

Allen Gonzalez

CRD Number: 3018623
Current Firm: Kovack Advisors, Inc.

Allen Gonzalez (CRD# 3018623) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Fort Lauderdale, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Kovack Securities, Inc. Fort Lauderdale, FL May 2014 - Current 2
Kovack Advisors, Inc. Fort Lauderdale, FL May 2014 - Current 2
Amg Capital, LLC Coral Springs, FL Sep 2011 - Current 5
Capital Guardian, LLC Belmont, NC May 2009 - May 2014 5
Capital Guardian Wealth Management Belmont, NC May 2009 - May 2014 5
Acn, Inc. Coral Springs, FL Oct 2008 - May 2009 < 1
Insurance Coral Springs, FL Feb 2008 - May 2009 1
Real Estate Parkland, FL Jan 2008 - May 2009 1
Global Financial Trust, Inc. Coral Springs, FL Jan 2008 - May 2009 1
Office Space Rental Coral Springs, FL Jan 2007 - May 2009 2
Mortgage Services Coral Springs, FL Jan 2006 - May 2009 3
Fairlane Financial Ft Lauderdale, FL May 2004 - May 2009 5
Raymond James Financial Services, Inc. Margate, FL Apr 2003 - May 2009 6
Weichert Realtors Morris Plains, NJ Mar 1997 - May 2009 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination May 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Allen M. Gonzalez
Phone Number: 954-782-4771
Registered State(s):
  • AL
  • AZ
  • CA
  • FL
  • MI
  • NJ
  • NC
By the Numbers
  • Total Assets Under Management
    1,317
    MILLIONS
  • Total Number of Accounts
    5,353
    ACCOUNTS
  • Average Account Value
    $246,011
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

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BADGES
83

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