Live Oak Investment Partners

Davis Financial LLC, located in Fort Lauderdale, FL, is dedicated to supporting clients in achieving their financial goals by providing tailored advice and fostering trustworthy partnerships. With a commitment to reliability and responsiveness, they emphasize understanding client needs through active listening and ongoing communication. The firm navigates the exciting yet challenging investment landscape by helping clients identify appropriate investment products aligned with their objectives. By staying in touch and adjusting strategies as market conditions and lifestyles evolve, Davis Financial ensures a client-first approach in its advisory services. Generated from the website

Grider Insurance Agency has been serving families in Fort Lauderdale and beyond since 1941, offering a wide range of insurance coverage options, including homeowners, auto, boat, renters, commercial, farm, and life insurance. Their friendly and knowledgeable staff is dedicated to providing personalized service and assisting clients with their insurance needs. In addition to insurance services, Grider Insurance Agency also offers financial consulting to help clients invest in their future. The agency prides itself on its commitment to customer satisfaction and aims to deliver comprehensive solutions tailored to individual client needs. Generated from the website

Kovack Securities Inc. (KSI) operates as a partner for entrepreneurial financial advisors. Based in Fort Lauderdale, Fla., the firm helps financial representatives and advisors establish competitive and independent practices. Kovack Securities Inc. is one of countries largest independent broker/dealers in the United States. The firm provides Registered Representatives currently at Wire Houses, Retail houses and other Independent BD s in the industry with products and services to support the Hybrid Independent model. Kovack Securities Inc. has memberships with Financial Industry Regulatory Authority (FINRA), Securities Investors Protection Corporation (SIPC), Florida Securities Dealers Association (FSDA), Municipal Securities Rule Making Board (MSRB), National Association of Securities Dealers Automated Quotations (NASDAQ), National Association of Independent Broker/Dealers (NAIBD) and Financial Services Institute (FSI) among others.