Fort Lauderdale, FL Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

3

Of 4,620 advisors across 967 offices

Location

Fort Lauderdale FL

Advisors at this office

3

Advisors at this office

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Mickey K

Series 66

Fort Lauderdale, FL

Equitable Advisors

Mickey Kozak is a financial advisor at Equitable Advisors with seven years of industry experience. He holds the Series 66 designation and has worked at firms including AXA Advisors and UBS Financial Services. Outside of his advisory roles, his background includes involvement with Law Business Media and community activities such as Greenknoll YMCA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, tailoring services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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John M

Series 63, Series 66, Series 65

Fort Lauderdale, FL

Equitable Advisors

John Moran is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining Equitable Advisors, he worked at Minnesota Life Insurance Company, Evershore Financial Group, Securian Financial Services, Ameriprise Financial Services, and Herbert J Sims & Co. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying heavily on LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Mark F

Series 63, Series 66

Fort Lauderdale, FL

Equitable Advisors

Mark Flynn is a financial advisor with Equitable Advisors in Fort Lauderdale, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Equitable Advisors since 2018 and AXA Advisors from 2018 to 2020. He also has prior experience with Cooperstown All Star Village and Columbia University Athletics. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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