About Financial Plan Advisors

David Frazier, CFP®, CPA

David is a Certified Financial Planner professional and a Certified Public Accountant. He has over nineteen years of experience as an investment advisor, including five years with Morgan Stanley. David is an Investment Advisor Representative with Kovack Advisors, Inc. and a General Registered Representative with Kovack Securities, Inc., Member FINRA/SIPC. He is registered for securities by the Financial Industry Regulatory Authority, Inc. (FINRA), Ohio, Florida, Indiana, Michigan, Georgia and North Carolina. He is a registered Investment Advisor Representative in Ohio, Pennsylvania, Illinois and South Carolina. Prior to becoming a financial advisor, David was a manager for AK Steel in Financial Planning & Analysis. He is a graduate of Miami University.

Kovack Securities, Inc. &
Kovack Advisors, Inc.

Kovack Securities & Kovack Advisors provide integral services, tools, and resources that assist with the execution and operation of our independent financial services firm. Their innovative Fee-only investment programs, coupled with their ability to hold our brokerage accounts with National Financial, a Fidelity Investments company, provide us with the tools and flexibility to develop customized investment strategies for our clients.


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