Kevin Mc NairCRD Number: 1096331
Current Firm: Valic Financial Advisors, Inc.
Kevin Mc Nair (CRD# 1096331) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Nashua, NH and has over 26 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
|Valic Financial Advisors, Inc.||Nashua, NH||Sep 2010 - Current||7|
|Ameriprise Financial Services Inc.||Cranston, RI||Aug 2008 - Sep 2010||2|
|Metlife Securities||Southboro, MA||Jun 2002 - Aug 2008||6|
|Metropolitan Life Insurance Company||Southboro, MA||Jun 2002 - Aug 2008||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1991|
|S65||NASAA Investment Advisors Law Examination||Apr 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management24,745MILLIONS
Total Number of Accounts872,893ACCOUNTS
Average Account Value$28,348
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV