Sandra Mckoy
Sandra Mckoy is a registered investment advisor at Kovack Advisors, INC., based in Tamarac, FL, with 28 years of industry experience. Sandra 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
8400 N. University Drive, Suite 103, Tamarac, FL, 33321
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2022Customer Dispute
January 2020Customer Dispute
April 2016Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Sandra is a financial advisor selling fixed life insurance, dedicating about 10-20% of her time to this activity. She also works as a notary, spending minimal time on this.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
State Registrations7 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.