Kevin Mautte (CRD# 5658112) is an Investment Advisor Representative working at Wealthcare Advisory Partners LLC in Mechanicsville, VA and has over 14 years of experience in the finance industry. Kevin Mautte 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.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthcare Advisory Partners, LLC | Mechanicsville, VA | Dec 2019 - Current | 4 |
| Lpl Financial, LLC | Mechanicsville, VA | Dec 2017 - Current | 6 |
| Colonial River Investments, LLC | Midlothian, VA | Dec 2017 - Dec 2019 | 2 |
| Ameriprise Financial Services, Inc. | Midlothian, VA | Jul 2014 - Dec 2017 | 3 |
| Suntrust Bank | Richmond, VA | Jun 2011 - Jul 2014 | 3 |
| Suntrust Investment Services,inc | Atlanta, GA | Jun 2011 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
- VA
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Total Assets Under Management4,542MILLIONS
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Total Number of Accounts17,793ACCOUNTS
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Average Account Value$255,250
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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