Kevin Mahony, financial advisor Brookhaven GA

Kevin Mahony

CRD Number: 2102123
Current Firm: United Advisors America

Kevin Mahony (CRD# 2102123) is an Investment Advisor Representative working at United Advisors America in Brookhaven, GA and has over 32 years of experience in the finance industry. Kevin Mahony 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.

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Professional Designations
Company Name Location Dates Years
Alliance America Corporation University Park, FL Aug 2019 - Current 4
United Advisors America Corporation Prosper, TX Aug 2019 - Current 4
Life Of Southwest Atlanta, GA Apr 2012 - Aug 2019 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination Oct 1997
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Kevin C. Mahony
Phone Number: 877-443-0610
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    260
    MILLIONS
  • Total Number of Accounts
    2,249
    ACCOUNTS
  • Average Account Value
    $115,685
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, CO, FL, GA, IA, IL, IN, KS, KY, LA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI

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