Adan Salazar
Adan Salazar is a registered investment advisor at Kovack Advisors, INC., based in McAllen, TX, with 21 years of industry experience. Adan 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.90% |
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
Location
1017 Wisteria Avenue, McAllen, TX, 78504
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adan spends the majority of his time as a financial advisor at AJS Wealth Management Group. He is also a partner in several insurance-related businesses and a collectibles business, dedicating a portion of his time to each.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations2 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.
Exams
More Advisors
- Jesus Longoria, CFPAmicus Financial Advisors, LLC
- Mark Southwell, CFPRaymond James & Associates, INC.