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Lisa Ann Evans

Kovack Advisors, Inc.

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About Lisa Ann Evans

Lisa Evans is a financial advisor who has been working in the industry since 1992. Lisa is currently registered as a Registered Investment Advisor in Georgia and works for Kovack Advisors, Inc. Lisa has been with Kovack Advisors, Inc. since 2015. Prior to joining Kovack Advisors, Inc., Lisa worked for Resource Horizons Group LLC and AXA Advisors, LLC. Lisa provides financial planning, selection of other advisors, portfolio management for individuals and businesses, and advisory services.

Firm Information

Lisa Evans 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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Lisa Evans’s Registration & Firm History

GA

01/13/2015 - Present

Kovack Advisors, Inc. (CUMMING GA)

GA

10/28/2010 - 10/15/2014

RESOURCE HORIZONS GROUP LLC (MARIETTA GA)

GA

07/16/2009 - 10/20/2010

AXA ADVISORS, LLC (CUMMING GA)

GA

08/23/2006 - 06/18/2009

WOODBURY FINANCIAL SERVICES, INC. (CUMMING GA)

GA

04/07/1992 - 08/28/2006

ING FINANCIAL PARTNERS, INC. (CUMMING GA)

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Licenses & Designations

IA

Issued 11/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lisa Ann Evans.
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