Gregory Vereen
Gregory Vereen is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 25 years of industry experience. Gregory 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
6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308
Get directionsHistory
Regulatory History (2)
Judgment / Lien
April 1998Criminal
October 1979Other Business ActivitiesSells Insurance
Gregory owns GK Vereen Financial Services, dedicating about a quarter of his time to this investment-related financial services business. He also works as a financial consultant selling fixed insurance, spending a few hours per week on this activity.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
The Variable Annuity Marketing CompanyBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations1 state
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.