Kevin Tehan (CRD# 6555010) is an Investment Advisor Representative working at Whiterock Wealth Management Company in Dallas, TX and has over 7 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch | Dallas, TX | Aug 2015 - Dec 2015 | < 1 |
| Legal Document Management | Dallas, TX | Aug 2009 - Aug 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2016 |
- TX
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Total Assets Under Management255MILLIONS
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Total Number of Accounts409ACCOUNTS
-
Average Account Value$624,284
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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