Taylor J. Kovar
11 FINANCIAL
LUFKIN, TX 75901
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CRD#: 6112979
Taylor J Kovar11 FINANCIAL
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.
At a Glance
Always Fiduciary
Min. Asset: $250K–$500K
Serves: Business Owners & Entrepreneurs
Serves: High Net Worth Individuals & Families
Serves: Physicians & Medical Professionals
Serves: Athletes, Entertainers & Creatives
Services Offered
Tax Planning
Estate & Legacy Planning
Business Services
Retirement Planning
Investment Management
Financial Planning
Specializations
Alternative or Private Investments
Business Exit & Succession Planning
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.
(1) The Kovar Group - Non-investment related - Lufkin, TX - Real Estate Development & Business Consulting - Owner/CEO - Since July 2015 - 3 hours per month, no hours spent during trading hours (2) Money Media LLC - Non-investment related - Lufkin, TX - Digital Marketing - Owner - Since January 2021 - 1 hour per month, no hours spent during trading hours (3) Self Guided Outdoors - Non-investment related - Lufkin, TX - Outdoors apparel - Partner - January 2023 - 1 hour per month, no hours spent during trading hours (4) Farmhouse Froyo LLC - Non-investment related - Lufkin, TX - Frozen treats - Owner/COO - September 2024 - 3 hours per month, no hours spent during trading hours (5) Standpipe LLC - Non-investment related - Lufkin, TX - Coffee shop - Owner/CEO - February 2024 - 4 hours spent per month, no hours spent during trading hours (6) 2001 Tulane LLC - Non-investment related - Lufkin, TX - Real estate holding company - Owner - March 2023 - 0 hours spent per month, no hours spent during trading hours (7) TMK FLP Management - Non-investment related - Lufkin, TX - Family asset holdings - Owner - October 2020 - 0 hours spent per month, no hours spent during trading hours (8) TMK FLP LTD - Non-investment related - Lufkin, TX - Family asset holdings - Owner - October 2020 - 0 hours spent per month, no hours spent during trading hours (9) Stephen F. Austin State University - Non-investment related - Nacogdoches, TX - Higher Education / Teaching - Adjunct Professor - Spring Semester Only January 2025 - May 2025 January 2026 - May 2026 - Approximately 5 hours per month - Hours may occur during trading hours (10) BudgetGPT LLC - Non-investment related - Lufkin, TX - Software development - Co-founder - July 2025 - Approximately 5 hours per month, no hours spent during trading hours
CRS (Client Relationship Summary) - RIA
Click below to view Taylor J Kovar's 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®
Start date: 2021
Experience
Current
January 28, 2025 - Present
11 FINANCIAL
Office #1: 504 S First St., Lufkin, TX 75901RIA
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
BD
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
California(5/12/2026)
IAR
Florida(3/18/2025)
IAR
Louisiana(1/29/2025)
IAR
Texas(1/28/2025)
IAR
Virginia(7/2/2025)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
11 FINANCIAL
11 FINANCIAL | WHATS A ROLLOVER | PHYSICIAN FINANCIAL PLANNING | NO SWEAT RETIREMENT | KOVAR WEALTH MANAGEMENT | KOVAR CAPITAL MANAGEMENT LLC | KOVAR CAPITAL | K-WM LLC | HOW TO RETIRE IN TEXAS | FINANCE STRATEGIES
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)Loading...
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
6
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.
