Curt Knapp
Curt Knapp is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Parkland, FL, with 42 years of industry experience. Curt 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Parkland, FL
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Regulatory History (1)
Customer Dispute
April 2024Other Business ActivitiesSells Insurance
Curt owns a condo, acts as trustee for his father's trust, and sells life insurance and annuities. He spends minimal time on each of these activities.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Sagepoint Financial, INC.Broker
Woodbury Financial Services, INC.Broker
Securities America Advisors, INC.
Investacorp, INC.Broker
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Network 1 Financial SecuritiesBroker
Investacorp, INC.Broker
Lowry Financial Services CorporationBroker
State Registrations6 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.