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Timothy K Davis

Investment adviser representative at Kovack Advisors, Inc.
15 yearsExperience
3 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

15 years in the industry.

  1. Kovack Advisors, Inc.Aug 2018 to now
  2. Kovack Securities, IncAug 2018 to now
  3. Scf Investment Advisors, Inc.Feb 2017 to Aug 2018
  4. Scf Securities, Inc.Dec 2016 to Aug 2018
  5. National Securities CorpOct 2011 to Dec 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 3 states (FL, NJ, 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
5814437
Firm CRD
140808
Advisor's SEC record (opens in a new tab)
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