Seth Kovensky, financial advisor Savannah GA
96 score

Seth Kovensky

CRD Number: 3130006
Current Firm: Lpl Financial LLC

Seth Kovensky (CRD# 3130006) is an Investment Advisor Representative working at Lpl Financial LLC in Savannah, GA and has over 17 years of experience in the finance industry. Seth Kovensky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Savannah, GA Jul 2011 - Current 5
Business Network International Savannah, GA Oct 2007 - Mar 2014 6
Live Oak Financial Planning, LLC Savannah, GA Mar 2007 - Jul 2011 4
Securities America, Inc. Savannah, GA Aug 2006 - Jul 2011 4
Live Oak Financial Planning, LLC Savannah, GA Jul 2006 - Jul 2011 5
Live Oak Financial Services, LLC Savannah, GA Jan 1999 - Jul 2011 12
Sounds Publishing, Inc. Marina Del Ray, CA Oct 2006 - Jan 2008 1
First Command Financial Planning, Inc. Fort Worth, TX Aug 1998 - Aug 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Mar 2002
Contact Info for Seth Kovensky
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • GA
  • TX
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
96
Clean Record
This advisor has a clean track record with regulators.

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