Kevin Maher (CRD# 5246567) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Raymond, NH and has over 13 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 4729388
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Premiere Bank | Chicago, IL | Nov 2020 - Current | 3 |
| Charles Schwab Trust Bank | Chicago, IL | Jan 2019 - Current | 5 |
| Charles Schwab & Company, Inc. | Chicago, IL | Nov 2016 - Current | 7 |
| Charles Schwab Bank | Chicago, IL | Nov 2016 - Current | 7 |
| Fidelity Investments | Merrimack, NH | Oct 2010 - Nov 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- IL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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