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Lilian Cristina Perez

Kovack Advisors, Inc.

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About Lilian Cristina Perez

Lilian Cristina Perez is a registered investment advisor representative with Kovack Advisors, Inc. Lilian is currently registered with the state of Florida and California. She has been in the securities industry since December 2019 and has experience with Raymond James & Associates, Inc. and Securities America, Inc. Lilian has a Series 66, Series 7, Series 24, and a SIE license. Lilian specializes in providing financial planning and portfolio management for individuals and businesses.

Firm Information

Lilian Perez 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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Lilian Perez’s Registration & Firm History

FL

03/11/2021 - Present

Kovack Advisors, Inc. (Fort Lauderdale FL)

FL

02/10/2021 - 02/26/2021

RAYMOND JAMES & ASSOCIATES, INC. (Weston FL)

FL

07/17/2020 - 09/29/2020

SECURITIES AMERICA, INC. (MIAMI FL)

FL

08/16/2019 - 07/17/2020

INVESTACORP, INC. (MIAMI FL)

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Licenses & Designations

BOTH

Issued 10/20/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2022

Series 24 - General Securities Principal Examination

BC

Issued 08/16/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Lilian Cristina Perez. Review regulatory record here.
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