Edward
Barfield

Kovack Advisors, Inc

CRD#4257082
Investment Advisor
in Saint Louis, MO

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About this Advisor

Edward Barfield is a financial advisor based in Saint Louis, Missouri, working with Kovack Advisors, Inc. Edward has previously worked at Summit Brokerage Services Inc, Summit Financial Group, Cetera Advisor Networks LLC, Geneos Wealth Management Inc, Veritas Advisors LLC, Kovack Securities, Inc, and Kovack Advisors, Inc. Edward has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Missouri and Texas. Edward is currently part of Kovack Advisors, Inc, which operates out of Saint Louis, Missouri. The firm has 198 offices and 330 employees. Kovack Advisors, Inc manages assets totaling $5.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Kovack Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

132 W Washington Ave Suite 100
Saint Louis, MO 63122

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Kovack Advisors, Inc Brokerage Details

Total Assets Under Management

$5,533,506,324

MO Average: $1,855,561,029
Total Number of Employees

330

MO Average: 62
Total Number of Accounts

19,809

MO Average: 2,474
Average Account Size

$279,343

MO Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Edward Barfield Work History

2024 - Present (1 year)

Kovack Securities, Inc

2024 - Present (1 year)

Kovack Advisors, Inc

2021 - Present (4 years)

Veritas Advisors LLC

2021 - 2024 (3 years)

Geneos Wealth Management Inc

2019 - 2021 (2 years)

Cetera Advisor Networks LLC

2010 - 2019 (9 years)

Summit Brokerage Services Inc

2010 - 2021 (11 years)

Summit Financial Group

Disclosures

Please visit the SEC profile of Edward Barfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kovack Advisors, Inc

Enrique Vazquez-Bou
Fort Lauderdale, FL
Robert Donnelly
Feasterville Trevose, PA
Justin Arnold
Fort Lauderdale, FL
Joseph Alamo
Miami, FL
Garrison Mcgraw
Fort Lauderdale, FL
Barbara Ralston
Fort Lauderdale, FL
Brittany Schneider Keller
Evansville, IN
Juan Bruno
Pompano Beach, FL

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