Kenton McMahon, financial advisor Dublin OH
93 score

Kenton McMahon

CRD Number: 1884221
Current Firm: Ameriprise Financial Services, Inc.

Kenton McMahon (CRD# 1884221) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Dublin, OH and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Dublin, OH Jul 2015 - Current 1
Wells Fargo Advisors LLC Columbus, OH May 2009 - Jul 2015 6
Wachovia Securities, LLC Columbus, OH Jan 2008 - May 2009 1
A.g. Edwards Worthington, OH Oct 1998 - Jan 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
Contact Info for Kenton M. McMahon
Phone Number: 612-671-3131
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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