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Taylor J Kovar

K-WM LLC·LUFKIN, Texas
Series 7, Series 66Clean record13 years registeredK-WM LLC
504 S FIRST ST., LUFKIN, TX 75901CRD# 6112979Firm CRD# 174569

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taylor J Kovar · LUFKIN, TX
Registration
CRD #6112979 · K-WM LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

11 FINANCIAL
Jan 2025 – present
ENVOY ADVISORY INC.
Jun 2022 – Apr 2024
Lufkin, TX
11 FINANCIAL
Feb 2015 – Dec 2024
LUFKIN, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nov 2012 – Apr 2014
LUFKIN, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · November 13, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
K-WM LLC
CRD 174569 · SEC 801-129130
AUM
$12M
Regulatory assets under management
Employees
6
128 client accounts
Services offered by K-WM LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at K-WM LLC →
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05

Frequently Asked Questions

What services does Taylor J Kovar offer?
Taylor J Kovar specializes in Financial Planning, Investment Management. Contact their office in LUFKIN, Texas for a consultation.
What are Taylor J Kovar's credentials?
Taylor J Kovar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Taylor J Kovar located?
Taylor J Kovar is based in LUFKIN, Texas, working with K-WM LLC. Their office serves clients in the LUFKIN metropolitan area and surrounding communities.
How does Taylor J Kovar charge for services?
Taylor J Kovar's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is K-WM LLC?
K-WM LLC has approximately 6 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)
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Research
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