Edward Joseph Barfield
Investment adviser representative at Kovack Advisors, Inc.
16 yearsExperience
2 statesRegistered in
ChFC®Designation
$6.3BFirm assets
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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
16 years in the industry.
- Kovack Advisors, Inc.Oct 2024 to now
- Kovack Securities, Inc.Oct 2024 to now
- Veritas Advisors LLCMar 2021 to now
- Geneos Wealth Management IncMar 2021 to Oct 2024
- Cetera Advisor Networks LLCSep 2019 to Mar 2021
- Summit Financial GroupSep 2010 to Mar 2021
- Summit Brokerage Services IncSep 2010 to Sep 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 4257082
- Firm CRD
- 140808