Kevin MayoCRD Number: 6224576
Current Firm: Cnl Fund Advisors Company
Kevin Mayo (CRD# 6224576) is an Investment Advisor Representative working at Cnl Fund Advisors Company in Orlando, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Cnl Financial Group||Orlando, FL||Jan 2013 - Current||5|
|Rollins College||Winter Park, FL||Sep 2011 - May 2013||1|
|Cnl Financial Group||Orlando, FL||Oct 2012 - Jan 2013||< 1|
|Univ. Of Central Florida||Orlando, FL||Jun 2008 - Aug 2011||3|
|Winter Park High School||Winter Park, FL||Jul 2003 - May 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
Total Assets Under Management4MILLIONS
Total Number of Accounts1ACCOUNTS
Average Account Value$4,045,125
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
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