Marvin Mcgraw
Marvin Mcgraw is a registered investment advisor at Kovack Advisors, INC., based in Mobile, AL, with 31 years of industry experience. Marvin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,293 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.90% |
Maximum annual fee is 2.90%. Fees are negotiable depending on asset amount, type, complexity, and services provided. Combined fees with third-party managers will not exceed 2.90%.
Fee Estimator
Location
1110 Montlimar Dr, Suite 170, Mobile, AL, 36609
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2022Employment Separation After Allegations
June 2018Other Business ActivitiesSells Insurance
Marvin owns McGraw Financial Services, Inc., where he spends most of his time selling investment products. He also owns businesses selling fixed insurance contracts and other insurance products, dedicating minimal time to each.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
State Registrations4 states
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
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