Kevin MahonyCRD Number: 2102123
Current Firm: United Advisors America
Kevin Mahony (CRD# 2102123) is an Investment Advisor Representative working at United Advisors America in Brookhaven, GA and has over 31 years of experience in the finance industry. Kevin Mahony has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rollins Financial Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raymond James & Associates, Inc.
|Alliance America Corporation||University Park, FL||Aug 2019 - Current||3|
|United Advisors America Corporation||Prosper, TX||Aug 2019 - Current||3|
|Life Of Southwest||Atlanta, GA||Apr 2012 - Aug 2019||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1991|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management183MILLIONS
Total Number of Accounts1,554ACCOUNTS
Average Account Value$117,572
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CA, CO, FL, GA, IA, IL, KS, KY, MI, MN, MO, MS, NC, OH, OK, PA, TN, TX, VA, WI
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