Kenza McKerrihan (CRD# 7358589) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 2 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Sovran Advisors Llc - Crd 329415 | San Diego, CA | Feb 2024 - Current | < 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Feb 2024 - Current | < 1 |
San Diego Rowing Club | San Diego, CA | Sep 2022 - Current | 1 |
Financial Haus | San Diego, CA | Sep 2021 - Current | 2 |
Massmutual Life Insurance Company | San Diego, CA | Aug 2022 - Feb 2024 | 1 |
Mml Investors Services, LLC | San Diego, CA | Aug 2022 - Feb 2024 | 1 |
Minnesota Life Insurance Co | Austin, TX | Apr 2021 - Aug 2022 | 1 |
North Star Resource Group | Austin, TX | Apr 2021 - Aug 2022 | 1 |
Securian Financial Services Inc. | Austin, TX | Mar 2021 - Aug 2022 | 1 |
Cri Securities LLC | Austin, TX | Mar 2021 - Oct 2021 | < 1 |
Nordstrom | Austin, TX | Nov 2020 - Jul 2021 | < 1 |
University Of Texas At Austin | Austin, TX | Aug 2017 - May 2021 | 3 |
Power School | Austin, TX | Jun 2019 - Aug 2019 | < 1 |
Pink Avocado Catering Company | Austin, TX | Mar 2015 - Jun 2019 | 4 |
Lasa High School | Austin, TX | Aug 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management842MILLIONS
-
Total Number of Accounts3,480ACCOUNTS
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Average Account Value$241,832
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
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