Aaron Herman

Aaron S. Herman is an Independent Financial Advisor for AMG Legacy Planning an independent firm of Kovack Securities, Inc. He believes in Integrity, honesty, diligence and a strong work ethic are the cornerstones of his investment philosophy.

Aaron began his career working at First Union Brokerage Services, Inc. in 1993. With over 19 years of experience, he brings a diverse wealth of knowledge to help clients achieve their goals and meet their financial needs whether simple or complex. Complementing his strong academic achievements, he holds several Industry Securities licenses including a series, 7, 66, and 63. In addition, he holds a Life & Annuities Insurance license.

Aaron works closely with members of the community such as CPAs, Lawyers, Health Care Providers and other professionals while providing unbiased advice and unparalleled service to fulfill the needs of his clients.

Aaron’s main mission is to provide an unwavering commitment to help his clients achieve their financial objectives. He feels understanding and knowing each client’s individual needs and financial goals are paramount to the process. Additionally, his practice focuses on Estate Planning, Asset Protection, Wealth Preservation, Fee-Based Managed Investments, College, Retirement and Comprehensive Financial Planning.

Outside of the office Aaron enjoys spending time with his beautiful wife and their two boys Brandon and Zachary.

Allen Gonzalez is registered with and offers securities through Kovack Securities, Inc. Member FINRA /SIPC 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782‐4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. AMG Legacy Planning is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc..

Aaron Herman

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