Kevin Reller
Kevin Reller is a registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 21 years of industry experience. Kevin 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 (3)
Employment Separation After Allegations
September 2011Customer Dispute
August 2011Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Kevin is a partner in KDK Washing Services, Inc., spends minimal time overseeing billing and expenses, and owns multiple rental properties. He also works as a broker/agent selling fixed insurance, variable annuities, long-term care insurance, and disability insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations17 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.