Kenneth Kovalik (CRD# 5670045) is an Investment Advisor Representative working at Park Avenue Securities LLC in Newtown, PA and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance | Allentown, PA | May 2014 - Current | 10 |
| Park Avenue Securities | Allentown, PA | May 2014 - Current | 10 |
| Park Avenue Securities | Newtown, PA | Aug 2011 - Current | 12 |
| Ken Kovalik - 1099 Consultant | Jamison, PA | Apr 2011 - Current | 13 |
| The Guardian Life Insurance Company | Newtown, PA | Jun 2009 - Current | 14 |
| K&a Development Corp | Newtown, PA | Oct 2002 - Current | 21 |
| Friends & Family Enterprises LLC | Newtown, PA | Apr 2006 - Apr 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2012 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- CO
- GA
- IL
- NJ
- OH
- PA
- TX
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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