Kenton McMahonCRD 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 29 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Ameriprise Financial Services, Inc.||Dublin, OH||Jul 2015 - Current||2|
|Wells Fargo Advisors LLC||Columbus, OH||May 2009 - Jul 2015||6|
|Wachovia Securities, LLC||Columbus, OH||Jan 2008 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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, WY