Kenza
Mckerrihan
Sovran Advisors, LLC
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About this Advisor
Kenza Mckerrihan is a financial advisor based in San Diego, California, working with Sovran Advisors, LLC. Kenza has previously held positions at Minnesota Life Insurance Co, Securian Financial Services Inc, North Star Resource Group, Cri Securities LLC, Pink Avocado Catering Company, Power School, Nordstrom, University Of Texas At Austin, Lasa High School, Massmutual Life Insurance Company, Mml Investors Services, LLC, Sovran Advisors LLC - Crd 329415, San Diego Rowing Club, Financial Haus, and Cetera Advisor Networks LLC. Kenza has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kenza is part of Sovran Advisors, LLC, which operates out of San Diego, California. The firm has 4 offices and 45 employees. The firm manages assets totaling $841.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sovran Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sovran Advisors, LLC Brokerage Details
$841,576,392
45
3,480
$241,832
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Kenza Mckerrihan Work History
Sovran Advisors LLC - Crd 329415
Cetera Advisor Networks LLC
Massmutual Life Insurance Company
Mml Investors Services, LLC
San Diego Rowing Club
Financial Haus
Minnesota Life Insurance Co
Securian Financial Services Inc
North Star Resource Group
Cri Securities LLC
Nordstrom
Power School
University Of Texas At Austin
Pink Avocado Catering Company
Lasa High School
Disclosures
Please visit the SEC profile of Kenza Mckerrihan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sovran Advisors, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Pasadena, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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