Terry BirneyCRD Number: 1195042
Current Firm: Kovack Advisors, Inc.
Terry Birney (CRD# 1195042) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Fort Lauderdale, FL and has over 31 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Kovack Securities, Inc.||Fort Lauderdale, FL||Oct 2006 - Current||11|
|Massachusetts Mutual Life Insurance Comp||Springfield, MA||Aug 1989 - Oct 2006||17|
|Raymond James Financial Services, Inc.||Boca Raton, FL||Sep 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1986|
Total Assets Under Management1,317MILLIONS
Total Number of Accounts5,353ACCOUNTS
Average Account Value$246,011
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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