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Chun yong Liu

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.

  1. Kovack Advisors, Inc.Jan 2025 to now
  2. Kovack Securities, Inc.Jan 2025 to now
  3. Ameriprise Financial Services, LLC.Jun 2020 to Dec 2024
  4. Ameriprise Financial Services, LLCMar 2020 to Mar 2020
  5. Wayal Health Sciences and Andorra Life LLCFeb 2017 to Mar 2020
  6. Radio Free AsiaDec 1999 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 2 states (CA, 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
7264685
Firm CRD
140808
Advisor's SEC record (opens in a new tab)
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