Kevin McCauleyCRD Number: 6216271
Current Firm: E*trade Capital Management, LLC
Kevin McCauley (CRD# 6216271) is an Investment Advisor Representative working at E*trade Capital Management, LLC in Arlington, VA and has over 7 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|E*trade Securities LLC||Chicago, IL||Jul 2017 - Current||4|
|Zacks Investment Management||Chicago, IL||Nov 2016 - Jul 2017||< 1|
|Optionshouse||Chicago, IL||Mar 2016 - Nov 2016||< 1|
|Todd Wenzel Buick Gmc||Grand Rapids, MI||Oct 2015 - Feb 2016||< 1|
|Community Shores Bank||Muskegon, MI||Sep 2014 - Oct 2015||1|
|Sorrento Pacific Financial, LLC||San Diego, CA||Sep 2014 - Oct 2015||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Muskegon, MI||Jan 2014 - Jun 2014||< 1|
|Michigan State University||East Lansing, MI||Aug 2013 - Jan 2014||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Grand Rapids, MI||Jun 2013 - Aug 2013||< 1|
|American Campus Communities||East Lansing, MI||Sep 2012 - Apr 2013||< 1|
|Gilmore Collection||Grand Haven, MI||May 2009 - Sep 2012||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
|S63||Uniform Securities State Law Examination||Jun 2014|
Total Assets Under Management9,676MILLIONS
Total Number of Accounts78,360ACCOUNTS
Average Account Value$123,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
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.