Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Maylon Bovard is a registered Investment Advisor Representative with Kovitz Investment Group Partners, LLC. Theodore is also registered in Texas and Pennsylvania. Theodore has been in the financial services industry for over 30 years and holds Series 7, 63, and 65 licenses. Previously Theodore worked at Walnut Street Securities, Inc., Integrated Resources Equity Corporation, and Focus Securities, Inc.. Theodore specializes in credit, cash and insurance solutions, family office services, corporate executive services, financial planning, pension consulting, educational seminars, and portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
PA
01/03/2025 - Present
Kovitz Investment Group Partners, LLC (PITTSBURGH PA)
CA
09/07/1989 - 12/31/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
09/09/1988 - 09/07/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/19/1988 - 09/23/1988
FOCUS SECURITIES, INC.
IA
Issued 08/14/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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