Kevin McEnerney (CRD# 1052957) is an Investment Advisor Representative working at The Mcenerney Group in Melbourne, FL and has over 39 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Truvestments Capital, LLC | Sarasota, FL | Feb 2020 - Current | 4 |
Lynch Tax Advisory Group | Melbourne, FL | May 2013 - Current | 11 |
The Mcenerney Group, LLC | Melbourne, FL | Nov 2006 - Current | 17 |
Mcenerney Tax Advisory Group | Melbourne, FL | Feb 2003 - Current | 21 |
Kjd Investments LLC | Winter Park, FL | Jul 2005 - May 2022 | 16 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1984 |
S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
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- FL
- KS
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, KS
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