AS
AS

Adan Salazar

20 Years of Experience
BrokerSells Insurance

Adan Salazar is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 20 years of industry experience. Adan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
259 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Adan spends the majority of his time as a financial advisor at AJS Wealth Management Group. He is also a partner in several insurance-related businesses and a collectibles business, dedicating a portion of his time to each.

Employment History
Current Registrations
Kovack Advisors, INC.
November 2014 - Present · 11 yrs 5 mos
Kovack Securities INC.Broker
November 2014 - Present · 11 yrs 5 mos
Previous Registrations
LPL Financial LLC
May 2011 - November 2014 · 3 yrs 6 mos
LPL Financial LLCBroker
May 2011 - November 2014 · 3 yrs 6 mos
Edward Jones
August 2006 - May 2011 · 4 yrs 9 mos
Edward JonesBroker
April 2006 - May 2011 · 5 yrs 1 mo
Wells Fargo Investments, LLC
January 2006 - April 2006 · 3 mos
Wells Fargo Investments, LLCBroker
May 2005 - April 2006 · 11 mos
State Registrations2 states
LATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.