Barbara
Mcmahon

Cetera Advisors LLC

CRD#2197924
Investment Advisor
in Kansas City, MO
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About this Advisor

Barbara Mcmahon is a certified financial planner who works out of Kansas City, Missouri, who has been in the advisory business for 27 years. Mcmahon works at Cetera Advisors LLC. The advisor has gained experience at Various Insurance Carriers, Waddell & Reed, Inc, Financial Planning Association Of Greater Kansas City, Multi-Financial Securities Corporation and Cetera Advisors LLC. Mcmahon maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri and Texas. Cetera Advisors LLC is a business headquartered in Kansas City, Missouri. The company has offices in 816 locations and a total of 1,163 financial advisors. It has $14 billion in assets between its 61,274 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 181 charitable organizations. Of its 61,274 client accounts, 24% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules largely are based on which services the firm provides the client. However, fees charged by Cetera Advisors LLC can be comprised of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

601 E 63Rd St Ste 220
Kansas City, MO 64110

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Cetera Advisors LLC Brokerage Details

Total Assets Under Management

$12,246,297,195

MO Average: $2,349,664,866
Total Number of Employees

1,066

MO Average: 28
Total Number of Accounts

58,523

MO Average: 1,101
Average Account Size

$209,256

MO Average: $2,134,119

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Barbara Mcmahon Work History

Barbara has 27 years of experience.

2013 - Present (6 years)

Cetera Advisors LLC

2010 - 2012 (2 years)

Multi-Financial Securities Corporation

2002 - Present (17 years)

Financial Planning Association Of Greater Kansas City

1992 - Present (27 years)

Various Insurance Carriers

1991 - 2010 (19 years)

Waddell & Reed, Inc

Disclosures

Barbara Mcmahon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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