Justin Derick Savich
Investment adviser representative at Kovack Advisors, Inc.
27 yearsExperience
2 statesRegistered in
$6.3BFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Kovack Advisors, Inc.Jun 2021 to now
- Kovack Securities, Inc.Jun 2021 to now
- Life Success Group, LLCJan 2005 to now
- Wealth Planning Group, LLCSep 2004 to now
- Transamerica Financial Advisors, IncNov 2017 to Jun 2021
- Condo RentalSep 2016 to Jun 2018
- Legacy Advisors Wealth MgmtOct 2009 to Nov 2017
- Securities America Inc.Sep 2009 to Nov 2017
- World Financial Group, Inc.Jan 1999 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, IN).
Kovack Advisors, Inc.
$6.3BAssets managed
13,293Clients
258Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3256004
- Firm CRD
- 140808