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Robert James Bova

Moneywatch Advisors, Inc.

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About Robert James Bova

Robert James Bova is a financial advisor at Moneywatch Advisors, Inc. Robert holds a Series 2 license and is actively registered with the state of Kentucky as an Investment Advisor Representative. Robert has been in the industry for over 27 years and has expertise in various financial services.

Firm Information

Robert Bova is currently registered with Moneywatch Advisors, Inc.. Moneywatch Advisors, Inc. is an investment advisor based in LEXINGTON, KY. The firm has 3 investment advisory functions and manages approximately $247,500,906 in regulatory assets under management for 1,366 clients. The firm provides financial planning, selection of other advisors, and portfolio management for individuals.
Moneywatch Advisors, Inc.

121 WALTON AVENUE

LEXINGTON, KY 40508

$247.50M

Assets Under Management

Not reported

Total Clients

3

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 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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Robert Bova’s Registration & Firm History

FL

01/06/2024 - Present

Moneywatch Advisors, Inc. (NAPLES FL)

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Licenses & Designations

BC

Issued 08/07/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert James Bova.
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