Jan GotshallCRD Number: 1046201
Current Firm: Kovack Advisors, Inc.
Jan Gotshall (CRD# 1046201) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Paoli, PA and has over 35 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Kovack Advisors, Inc.||Fort Lauderdale, FL||Jan 2015 - Current||3|
|Kovack Securities Inc.||Marietta, GA||Oct 2014 - Current||3|
|Resource Horizons Investment Advisory||Marietta, GA||Jan 2008 - Dec 2014||6|
|Resource Horizons Group, LLC||Marietta, GA||Jan 2006 - Oct 2014||8|
|Gm Financial Planners||Paoli, PA||Apr 2003 - Feb 2013||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
Total Assets Under Management1,317MILLIONS
Total Number of Accounts5,353ACCOUNTS
Average Account Value$246,011
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)