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Charlie Meagher

Kovack Advisors, INC.
46 Years of Experience
Roswell, GA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Charlie Meagher is a registered investment advisor at Kovack Advisors, INC., based in Roswell, GA, with 46 years of industry experience. Charlie 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.

Kovack Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
258 advisors
Number of Clients
13,293 clients
Average Client Portfolio
$472K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.90%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

515 E. Crossville Rd, Bldg. 100, Suite 120, Roswell, GA, 30075

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2010
Settled
Customer Dispute
June 2005
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charlie operates as the owner/president of Meagher Financial Services, focusing on fixed, employee benefits, and health insurance sales, dedicating about half of his time. He also owns Fixed Insurance, selling fixed annuities, and is the owner/representative of LMT Retirement, LLC, offering insurance and investment advice.

Employment History
Current Registrations
Kovack Advisors, INC.
December 2014 - Present · 11 yrs 10 mos
Kovack Securities INC.Broker
October 2014 - Present · 12 yrs
Previous Registrations
Resource Horizons Investment Advisory, INC.
July 2007 - December 2014 · 7 yrs 5 mos
Resource Horizons Group LLCBroker
March 2006 - October 2014 · 8 yrs 7 mos
Ogilvie Security Advisors CORP
December 2004 - March 2006 · 1 yr 3 mos
Ogilvie Security Advisors CorporationBroker
August 2000 - March 2006 · 5 yrs 7 mos
Ogilvie Security Advisors CORP
August 2000 - November 2004 · 4 yrs 3 mos
Pan-American Financial AdvisersBroker
October 1998 - August 2000 · 1 yr 10 mos
Fortis Investors, INC.Broker
June 1996 - October 1998 · 2 yrs 4 mos
Investacorp, INC.Broker
May 1981 - December 1985 · 4 yrs 7 mos
United Fidelity Investments, INC.Broker
January 1970 - December 1985 · 15 yrs 11 mos
State Registrations22 states
AKALARFLGAILINLAMAMIMNMTNCOHOKPASCTNTXWAWIWV
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.
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