AM
CFP · PFS
AM
CFP · PFS

Andres Antonio Morgado

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
268 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

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Location

6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andres is involved in a variety of business activities, including securities business, accounting and financial planning services, a CPA firm, rental property management, insurance sales, trust services, credit card processing, a law practice, personal investment management, and non-profit board membership. He dedicates about 40% of his time to these activities, with the majority spent on his securities business and accounting/financial planning services.

Employment History
Current Registrations
Kovack Advisors, INC.
January 2011 - Present · 15 yrs 1 mo
Kovack Securities INC.Broker
April 2010 - Present · 15 yrs 10 mos
Previous Registrations
Financial Network Investment CorporationBroker
November 2000 - June 2009 · 8 yrs 7 mos
Oriental Financial Services CORP.Broker
February 1999 - October 2000 · 1 yr 8 mos
State Registrations2 states
FLPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.