Kevin CavanaughCRD Number: 5924323
Current Firm: Clifford Swan Investment Counselors
Kevin Cavanaugh (CRD# 5924323) is an Investment Advisor Representative working at Clifford Swan Investment Counselors in Pasadena, CA and has over 3 years of experience in the finance industry.
Fried Asset Management, Inc.
|Clifford Swan Investment Counsel||Pasadena, CA||Apr 2011 - Current||7|
|Unemployed||Ballyheigue,||Oct 2010 - Apr 2011||< 1|
|Boothill Investments||Ballyheigue,||May 2010 - Oct 2010||< 1|
|Private Investor||Los Angeles, CA||May 2003 - May 2010||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management2,469MILLIONS
Total Number of Accounts2,242ACCOUNTS
Average Account Value$1,101,432
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AZ, CA, CO, FL, LA, NC, NH, NM, NV, NY, OR, TX, WA
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