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Joseph Alamo

Kovack Advisors, Inc.

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About Joseph Alamo

Joseph Alamo is a registered Investment Advisor Representative (IAR) in Florida. Joseph has been in the industry for several years and has been a registered representative for a number of firms. Currently, Joseph is an IAR for Kovack Advisors, Inc. and his office is located in Fort Lauderdale. The firm, Kovack Advisors, Inc. is registered with the SEC and is a fee-based firm. Joseph has a Series 65 license and specializes in financial planning, portfolio management for individuals and businesses, and the selection of other advisors.

Firm Information

Joseph Alamo 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Joseph Alamo’s Registration & Firm History

FL

01/01/2025 - Present

Kovack Advisors, Inc. (Miami FL)

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Licenses & Designations

IA

Issued 10/28/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Alamo.
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