Kevin Hoonan, financial advisor Alexandria VA

Kevin Hoonan

CRD Number: 6987691
Current Firm: Janney Montgomery Scott LLC

Kevin Hoonan (CRD# 6987691) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Alexandria, VA and has over 4 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Alexandria VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Alexandria VA
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Alexandria VA

CRD# 2962660
Grove Point Advisors, LLC
Company Name Location Dates Years
Janney Montgomery Scott LLC Alexandria, VA Jul 2018 - Current 4
Carahsoft Technology Corporation Reston, VA Mar 2018 - Jul 2018 < 1
Unemployed - Transitioning From Political Field. Burke, VA Dec 2017 - Mar 2018 < 1
Friends Of Jackson Miller Manassas, VA Jun 2017 - Nov 2017 < 1
Fairfax County Park Authority Annandale, VA Aug 2016 - May 2017 < 1
Unemployed - Exploring Different Career Options. Burke, VA Apr 2016 - Jul 2016 < 1
Virginia House Of Delegates Richmond, VA Nov 2015 - Apr 2016 < 1
Dave Albo For Delegate Springfield, VA Mar 2015 - Nov 2015 < 1
Virginia House Of Delegates Richmond, VA Jan 2015 - Mar 2015 < 1
Dave Albo For Delegate Springfield, VA Oct 2014 - Dec 2014 < 1
Unemployed - Took Time Off After Graduating From College. Springfield, VA Sep 2014 - Oct 2014 < 1
The Jefferson Hotel Richmond, VA Jul 2014 - Sep 2014 < 1
Vcu Cary St Gym Richmond, VA Jun 2013 - Aug 2014 1
Unemployed - Full-time Education With Internships Richmond, VA Dec 2012 - Jun 2013 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Kevin T. Hoonan
Phone Number: 215-665-6000
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    81,347
    MILLIONS
  • Total Number of Accounts
    203,125
    ACCOUNTS
  • Average Account Value
    $400,475
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.