Austin Financial Advisors, Inc.
Austin Financial Advisors, Inc. (CRD# 116745) is a financial advisory firm headquartered in Austin, TX. They manage $37,453,763 in 56 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management37MILLION
Total Number of Accounts56ACCOUNTS
Average Account Value$668,817
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kevin O'shea (CRD# 4475557) is an Investment Advisor Representative working at Austin Financial Advisors, Inc. in Austin, TX and has 1 year of experience in the finance industry. Kevin O'shea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.