Andrea Christina Kovacs
Investment adviser representative at Core Advisory Group
11 yearsExperience
1 stateRegistered in
$338.4MFirm assets
4 yearsFirm in business
Are you Andrea Christina Kovacs? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Core Advisory GroupApr 2024 to now
- Wells Fargo Securities, LLCJul 2021 to Feb 2024
- University of Virginia Darden School of BusinessJun 2019 to Jul 2021
- UnemployedJun 2019 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Jun 2019
- Bank of AmericaMay 2015 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Core Advisory Group
Legal name: Core Compliance Group, LLC
$338.4MAssets managed
1,163Clients
10Advisers
4 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
- 7092335
- Firm CRD
- 306661