John Kevan (CRD# 6152130) is an Investment Advisor Representative working at Mission Trails Financial in Lahaina, HI and has over 10 years of experience in the finance industry.
CRD# 1574236
Morgan Stanley
CRD# 5688894
Edward Jones
CRD# 2922051
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mission Trails Financial | San Diego, CA | Sep 2015 - Current | 8 |
| Maui Paradise Properties LLC | Lahaina, HI | Aug 2012 - Current | 11 |
| Pohaku Kai Consulting LLC | Lahaina, HI | Jan 2008 - Current | 16 |
| Ashton Stewart & Company, Inc. | New York, NY | Aug 2014 - Dec 2016 | 2 |
| Hawaii Financial Marketplace | Lahaina, HI | Aug 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2014 |
- HI
-
Total Assets Under Management168MILLIONS
-
Total Number of Accounts985ACCOUNTS
-
Average Account Value$170,534
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, HI, LA, MT, TX
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