Justin Savich (CRD# 3256004) is an Investment Advisor Representative working at Kovack Advisors, Inc. in Merrillville, IN and has over 24 years of experience in the finance industry.
CRD# 4320235
Edward Jones
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kovack Securities, Inc. | Fort Lauderdale, FL | Jun 2021 - Current | 2 |
| Kovack Advisors, Inc. | Fort Lauderdale, FL | Jun 2021 - Current | 2 |
| Life Success Group, LLC | Valparaiso, IN | Jan 2005 - Current | 19 |
| Wealth Planning Group, LLC | Merrillville, IN | Sep 2004 - Current | 19 |
| Transamerica Financial Advisors, Inc. | Merrillville, IN | Nov 2017 - Jun 2021 | 3 |
| World Financial Group, Inc. | Merrillville, IN | Jan 1999 - Jun 2021 | 22 |
| Condo Rental | Valparaiso, IN | Sep 2016 - Jun 2018 | 1 |
| Securities America Inc. | La Vista, NE | Nov 2009 - Nov 2017 | 8 |
| Legacy Advisors Wealth Mgmt | Merrillville, IN | Oct 2009 - Nov 2017 | 8 |
| Securities America | Merrillville, IN | Sep 2009 - Nov 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- FL
- IN
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Total Assets Under Management4,288MILLIONS
-
Total Number of Accounts18,409ACCOUNTS
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Average Account Value$232,920
- 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)
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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