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Melinda Sue Wolfe

KOVACK ADVISORS, INC.·FT. LAUDERDALE, Florida
Unclaimed Profile
6451 N. FEDERAL HWY, FT. LAUDERDALE, FL 33308CRD# 1627593Firm CRD# 140808
01

About

Melinda Sue Wolfe is a registered financial advisor based in FT. LAUDERDALE, Florida, affiliated with KOVACK ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KOVACK ADVISORS, INC.
KOVACK ADVISORS, INC.
AUM
$4.3B
Regulatory assets under management
Employees
315
Total firm employees
View all advisors at KOVACK ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1627593
Firm CRD# 140808
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melinda Sue Wolfe offer?
Melinda Sue Wolfe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FT. LAUDERDALE, Florida for a consultation.
What are Melinda Sue Wolfe's credentials?
Melinda Sue Wolfe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melinda Sue Wolfe located?
Melinda Sue Wolfe is based in FT. LAUDERDALE, Florida, working with KOVACK ADVISORS, INC.. Their office serves clients in the FT. LAUDERDALE metropolitan area and surrounding communities.
How does Melinda Sue Wolfe charge for services?
Melinda Sue Wolfe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOVACK ADVISORS, INC.?
KOVACK ADVISORS, INC. has approximately 315 employees and manages $4.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FT. LAUDERDALE
Bjorn Anthony Davis — TEMPLETON INVESTMENT COUNSEL, LLCAlan David Lichtman — NEWBRIDGE FINANCIAL SERVICES GROUP, INC.Craig Steven Tyle — TEMPLETON INVESTMENT COUNSEL, LLCLisa Marie Giovannelli — SOUTHOCEAN CAPITAL PARTNERS, LLCJames Todd Newton — NEWBRIDGE FINANCIAL SERVICES GROUP, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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