Kerry McGauran, financial advisor Dallas TX

Kerry McGauran

CRD Number: 2423610
Current Firm: Stephens

Kerry McGauran (CRD# 2423610) is an Investment Advisor Representative working at Stephens in Dallas, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Stephens Inc. Dallas, TX Jan 2019 - Current 2
Unemployed Dallas, TX Jun 2018 - Jan 2019 < 1
Bny Mellon Dallas, TX Dec 2009 - Jun 2018 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Kerry A. McGauran
Phone Number: 501-377-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    14,050
    MILLIONS
  • Total Number of Accounts
    23,567
    ACCOUNTS
  • Average Account Value
    $596,191
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
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)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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