Curt Knapp, financial advisor Parkland FL

Curt Knapp

CRD Number: 1206432
Current Firm: Kovack Advisors, Inc.

Curt Knapp (CRD# 1206432) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Parkland, FL and has over 40 years of experience in the finance industry. Curt Knapp 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.

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Professional Designations
Company Name Location Dates Years
Kovack Securities, Inc. Fort Lauderdale, FL Dec 2023 - Current < 1
Kovack Advisors, Inc. Fort Lauderdale, FL Dec 2023 - Current < 1
Securities America, Inc. Parkland, FL Jul 2020 - Dec 2023 3
Securities America Advisors Parkland, FL Jul 2020 - Dec 2023 3
Investacorp Advisory Services, Inc. Miami Lakes, FL Dec 2001 - Jul 2020 18
Investacorp, Inc. Miami Lakes, FL Aug 1989 - Jul 2020 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
Contact Info for Curt W. Knapp
Phone Number: 954-782-4771
Registered State(s):
  • FL
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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