David KovachCRD Number: 4461516
Current Firm: Capital Management Investor Services, Inc.
David Kovach (CRD# 4461516) is an Investment Advisor Representative working at Capital Management Investor Services, Inc. in Miami, FL and has over 16 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Bks Advisors, LLC||Southfield, MI||Aug 2010 - Current||7|
|Capital Management Investor Services, Inc.||Boca Raton, FL||Jan 2003 - Current||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2002|
Total Assets Under Management15MILLIONS
Total Number of Accounts50ACCOUNTS
Average Account Value$300,000
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses