BT
CFP
BT
CFP

Brent Turner

12 Years of Experience
Ft. Lauderdale, FL
Broker

Brent Turner is a CFP-designated registered investment advisor at Kovack Advisors, INC., based in Ft. Lauderdale, FL, with 12 years of industry experience. Brent 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

6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brent owns JCSB Wealth Management LLC, a financial planning and investment advisory business, dedicating nearly full-time hours to it. He also performs as a tenor with opera companies and symphonies, owns rental real estate, runs a mobile notary business, and is a successor trustee for a family trust.

Employment History
Current Registrations
Kovack Advisors, INC.
October 2014 - Present · 11 yrs 7 mos
Kovack Securities INC.Broker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
G. A. Repple & Company
February 2012 - August 2012 · 6 mos
G. A. Repple & CompanyBroker
February 2012 - August 2012 · 6 mos
Securian Financial Services, INC.Broker
July 2011 - November 2011 · 4 mos
State Registrations4 states
FLNYTXVA
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.
Brent Turner - Financial Advisor | TrueAdvisor