Taylor Kovar, financial advisor Lufkin TX

Taylor Kovar

CRD Number: 6112979
Current Firm: Kovar Wealth Management
Compensation Model: Fee Only

Taylor is the CEO and founder of Kovar Capital Management LLC. He holds a finance degree from Stephen F Austin State University and is currently studying to sit for the Certified Financial Planner exam. After starting his career with Merrill Lynch, Taylor decided to create Kovar Capital in order to better independently serve clients. He has been quoted and published in a variety of different media on topics ranging from healthcare to youth ministry to technology to, of course, personal financial management. Before founding Kovar Capital, he was a key member of the team that helped launch and implement one of the fastest growing healthcare technologies in the United States, HealthTrust Software.

 

His passion in life is to be the example of what a Godly husband, father, and businessman represents. He lives his life and treats others the way that he wants to be treated and it is this lifestyle that has made him a trusted advisor to individuals and businesses across the globe. He is actively involved in numerous volunteer organizations and is dedicated to transforming the healthcare and financial industries for future generations.

 

Taylor is married to his high school sweetheart, Megan, and they live in Lufkin with their two young children.

CONTACT
Similar Advisors
Roy Alvis, financial advisor Lufkin TX
Roy M. Alvis
CRD# 1919595
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Will Alvis, financial advisor Lufkin TX
Will A. Alvis
CRD# 6286247
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Jason Barber, financial advisor Lufkin TX
Jason M. Barber
CRD# 5973780
Edward Jones
Company Name Location Dates Years
Kovar Capital Management, LLC Lufkin, TX Jan 2015 - Current 6
Healthtrust Software Nacogdoches, TX Apr 2010 - Oct 2015 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lufkin, TX Aug 2012 - Apr 2014 1
Memorial Health Systems Lufkin, TX Jun 2009 - Apr 2010 < 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Oct 2012
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Taylor J. Kovar
Phone Number: (936) 899-5629
Advisor Website: http://www.KovarCapital.com
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $93,706
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Firm Disclaimer:

The common sense disclaimer: This is a public website and questions are asked in an informal setting so all users should take into account that I do not know all of the details of your situation and as such cannot be held liable for your actions/outcomes/etc based upon my ideas.

 

The legal disclaimer: The statements made in this program address general topics of investment and wealth management and do not consider any individual’s particular circumstances. You should review your individual needs with a financial professional.

 

The information shared is not intended to be a substitute for legal or financial advice that can be provided by your own attorney, accountant, and/or financial advisor. Although care has been taken in preparing the information provided to you, we cannot be held responsible for any errors or omissions, and we accept no liability whatsoever for any loss or damage howsoever arising. The law varies by state and it is constantly changing, and therefore it affects each individual and business in different ways. As a result, it is recommended to seek outside financial and/or legal counsel relating to your specific circumstances as needed. You are hereby advised to consult with your tax consultant, accountant, advisor, or lawyer for any and all questions and concerns you have, may have, or hereafter have regarding any and all information pertaining to your specific financial situation.

 

Kovar Capital Management LLC is a registered investment advisor offering services in the State of Texas and in other jurisdictions where exempted. All warranties/disclosures/privacy policy/terms of use/other legalise/etc can be found at http://kovarcapital.com/disclosures/

Ready to hire a financial advisor? Get competitive proposals from Taylor Kovar and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.