Joseph Kovar is a PFS-designated registered investment advisor, based in Napa, CA, with 25 years of industry experience.
Location
Napa, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Joseph is an owner of Sweeney Kovar Financial Advisors, a partner at Sweeney Kovar CPA firm, and a director at Avantax Solutions, LLC, dedicating full-time hours to the latter two. He also offers insurance products through Avantax Insurance Agency and owns a family vineyard.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations6 states
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