Kevin
Mahony
United Advisors America
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About this Advisor
Kevin Mahony is a certified financial planner based out of Atlanta, Georgia with 4 years of relevant experience. Mahony is on the advisory team at United Advisors America. Throughout their career, they have worked at Life Of Southwest, Alliance America Corporation and United Advisors America Corporation. Mahony maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. United Advisors America is a financial advisory company that has its headquarters in Prosper, TX. It manages $194 million in total assets between its 1,893 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,893 customer accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually vary depending on the financial services. Fee types billed by United Advisors America typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Advisors America Brokerage Details
$193,671,859
28
1,893
$102,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Kevin Mahony Work History
Kevin has been registered as a financial advisor for 4 years.*
Alliance America Corporation
United Advisors America Corporation
Life Of Southwest
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevin Mahony 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 United Advisors America
Prosper, TX
Bloomington, MN
Prosper, TX
Atlanta, GA
St. Paul, MN
Prosper, TX
Bradenton, FL
Kansas City, MO
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
