Kevin Flaherty, financial advisor Saint Michaels MD
90 score

Kevin Flaherty

CRD Number: 5957948
Current Firm: Pnc Investments

Kevin Flaherty (CRD# 5957948) is an Investment Advisor Representative working at Pnc Investments in Saint Michaels, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Pittsburgh, PA Oct 2012 - Current 4
First Command Financial Planning Annapolis, MD Jan 2012 - Oct 2012 < 1
Careone Credit Columbia, MD Apr 2010 - Dec 2011 1
Comcast Millersville, MD Feb 2009 - Apr 2010 1
Broadstripe Millersville, MD Mar 2008 - Jan 2009 < 1
Unemployed Stevensville, MD Jul 2007 - Feb 2008 < 1
Premier Beverage Riverview, FL Mar 2006 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Kevin Flaherty
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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