Kevin McDonoughCRD Number: 6348048
Current Firm: Principal Securities, Inc.
Kevin McDonough (CRD# 6348048) is an Investment Advisor Representative working at Principal Securities, Inc. in Pittsburgh, PA and has over 3 years of experience in the finance industry.
Wealthcare Capital Management LLC
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
|Princor Financial Services||Pittsburgh, PA||Jul 2014 - Current||3|
|Principal Life Insurance Co||Pittsburgh, PA||May 2014 - Current||3|
|Ge Capital||Costa Mesa, CA||Jun 2007 - May 2014||6|
|Adp||Pittsburgh, PA||Jul 2005 - Jun 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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