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Rodger Kamuf

29 Years of Experience
Ft. Lauderdale, FL
BrokerSells Insurance

Rodger Kamuf is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 29 years of industry experience. Rodger 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.

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Location

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

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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.

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Other Business ActivitiesSells Insurance

Rodger is involved in several outside business activities. He works with Loridian Quote selling health insurance (about a quarter of his time), is an Executive VP at Alltrust Insurance focusing on fixed insurance and employee benefits (nearly full-time), and assists with marketing and technology for health coaching at Revive & Thrive LLC (a few hours per week).

Employment History
Current Registrations
Kovack Advisors, INC.
June 2004 - Present · 21 yrs 11 mos
Kovack Securities INC.Broker
May 2001 - Present · 25 yrs
Previous Registrations
Rk Advisors
June 2004 - August 2006 · 2 yrs 2 mos
Josephthal & CO., INC.Broker
September 1999 - May 2001 · 1 yr 8 mos
Dean Witter Reynolds INC.Broker
September 1996 - September 1999 · 3 yrs
State Registrations5 states
COFLGAMITX
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.