linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Benton Trawick

Kovack Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Benton Trawick

Christopher Benton Trawick is a financial professional with over 5 years of experience in the industry. Christopher has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. Christopher holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Christopher is currently registered with Kovack Advisors, Inc. and has previously been registered with GWN Securities, Inc. Christopher is dedicated to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Christopher Trawick is currently registered with Kovack Advisors, Inc.. Kovack Advisors, Inc. is an investment advisor headquartered in FT. LAUDERDALE, FL. The firm manages $4.29 billion in assets for a variety of clients, including high-net-worth individuals, corporations, individuals other than high-net-worth, and pension and profit-sharing plans. Kovack Advisors provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm employs 229 licensed agents and 300 investment adviser representatives. The firm's SEC number is 801-63048.
Kovack Advisors, Inc.

6451 N. FEDERAL HWY

FT. LAUDERDALE, FL 33308

$4.29B

Assets Under Management

1,602

Total Clients

264

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Trawick’s Registration & Firm History

FL

09/25/2020 - Present

Kovack Advisors, Inc. (FT. LAUDERDALE FL)

GA

02/26/2018 - 08/25/2020

GWN SECURITIES INC. (MACON GA)

Not sure if Christopher Benton Trawick is right for you?

Licenses & Designations

IA

Issued 05/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/14/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Christopher Benton Trawick.
Not sure if Christopher Benton Trawick is right for you?