Shelagh KinahanCRD Number: 2971602
Current Firm: Moors & Cabot, Inc.
Shelagh Kinahan (CRD# 2971602) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Naples, FL and has over 21 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Truist Advisory Services, Inc.
Hightower Advisors, LLC
|Moors & Cabot Inc.||Naples, FL||Nov 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2000|
Total Assets Under Management2,258MILLIONS
Total Number of Accounts3,383ACCOUNTS
Average Account Value$667,444
- 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)
AL, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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