David Kovich, financial advisor Pottsville PA
93 score

David Kovich

CRD Number: 1986583
Current Firm: Lpl Financial LLC

David Kovich (CRD# 1986583) is an Investment Advisor Representative working at Lpl Financial LLC in Pottsville, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Private Advisor Group, LLC Morristown, NJ Feb 2013 - Current 3
Lpl Financial, LLC Pottsville, PA Oct 2010 - Current 6
Jhfn Sii Allentown, PA Apr 2010 - Oct 2010 < 1
Cco Investment Services Corp Temple, PA Feb 2006 - Mar 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1994
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for David J. Kovich
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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

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

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