Taylor J. Kovar

11 FINANCIAL

LUFKIN, TX 75901

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CRD#: 6112979

Professional summary

Taylor J Kovar, CFP®, who also goes by Taylor James Kovar, is a registered financial advisor currently at 11 FINANCIAL located in Lufkin, Texas.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Taylor has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Core Areas of Focus

Alternative or Private Investments

Business Owners

Estate & Generational Planning Issues

High Net Worth Client Needs

Medical Professionals

Professional Athletes or Entertainers

Question & Answer

What are your service offerings?

Tax Planning

Inheritance

Small Business Planning

Employee and Employer Plan Ben...

Retirement Income Management

Investment Planning

Retirement Planning

Comprehensive Financial Planni...

Estate Planning

Business Succession Planning

Life Transitions

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Taylor James Kovar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor J Kovar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

January 28, 2025 - Present

11 FINANCIAL

Office #1: 504 S First St., Lufkin, TX 75901

RIA

CRD#: 174569

LUFKIN, TX

Past

June 28, 2022 - April 18, 2024

ENVOY ADVISORY INC.

RIA

CRD#: 306559

Lufkin, TX

Past

February 11, 2015 - December 31, 2024

11 FINANCIAL

RIA

CRD#: 174569

LUFKIN, TX

Past

November 13, 2012 - April 2, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LUFKIN, TX

Past

October 22, 2012 - April 2, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LUFKIN, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(1/28/2025)

IAR

Florida
(3/18/2025)

IAR

Louisiana
(1/29/2025)

IAR

Texas
(1/28/2025)

IAR

Virginia
(7/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/9/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/19/2012

General Securities Representative Examination

Current Firm

11 FINANCIAL

CRD#: 174569 / SEC#: 801-129130

RIA

Registered Investment Advisory firm - (7/1/2025 Terminated)

Alabama

Registered Investment Advisory firm - (5/7/2025 Approved)

Florida

Registered Investment Advisory firm - (6/26/2025 Approved)

Louisiana

Registered Investment Advisory firm - (1/28/2025 Approved)

Texas

Registered Investment Advisory firm - (2/11/2025 Approved)

Virginia

Registered Investment Advisory firm - (7/1/2025 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

504 S First St., Lufkin, TX 75901

Mailing Address

Phone number

(936) 899-5629

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	175
AUM (Assets Under Management)	$ 24,014,190

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Taylor J. Kovar

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor J Kovar's CRS (Customer Relationship Summary).

Certified licenses

Experience

11 FINANCIAL

ENVOY ADVISORY INC.

11 FINANCIAL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2012

Series 7

Date: 10/19/2012

Current Firm

11 FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

11 FINANCIAL

TRUST BUT VERIFY

Contact information

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