MH
MH

Michael Haddigan

21 Years of Experience
Inverness, FL
2 DisclosuresBrokerSells Insurance

Michael Haddigan is a registered investment advisor at Kovack Advisors, INC., based in Inverness, FL, with 21 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
259 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

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.

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Location

3589 E. Gulft TO Lake Hwy, Inverness, FL, 34453

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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
February 2023
Settled
Customer Dispute
March 2014
Denied
Other Business ActivitiesSells Insurance

Michael is the President of Meridian Financial Services LLC, a fixed insurance agency and securities business, dedicating most of his time to sales and promotion. He also owns Common Cents Planning, Inc., where he sells health, life, and annuity insurance, spending a few hours per week on this. Additionally, Michael is a Certified Estate Planner and a Cubmaster volunteer.

Employment History
Current Registrations
Kovack Advisors, INC.
November 2017 - Present · 8 yrs 8 mos
Kovack Securities INC.
November 2017 - Present · 8 yrs 8 mos
Kovack Securities INC.Broker
November 2017 - Present · 8 yrs 8 mos
Previous Registrations
Invest Financial Corporation
March 2009 - November 2017 · 8 yrs 8 mos
Invest Financial CorporationBroker
March 2009 - November 2017 · 8 yrs 8 mos
Intersecurities, INC.
June 2007 - March 2009 · 1 yr 9 mos
Intersecurities, INC.Broker
January 2005 - March 2009 · 4 yrs 2 mos
State Registrations14 states
FLGAILMIMNNCNJNYOHORPARISCTN
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.