David Kovach, financial advisor Miami FL
93 score

David Kovach

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Bks Advisors, LLC Southfield, MI Aug 2010 - Current 6
Capital Management Investor Services, Inc. Boca Raton, FL Jan 2003 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2002
Contact Info for David M. Kovach
Phone Number: 561-361-2833
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    15
    MILLIONS
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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