Cetera Advisors LLC
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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
Years of Experience
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Cetera Advisors LLC Brokerage Details
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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.
Cetera Advisors LLC
Multi-Financial Securities Corporation
Financial Planning Association Of Greater Kansas City
Various Insurance Carriers
Waddell & Reed, Inc
Barbara Mcmahon has no disclosures.
Please visit their SEC profile for more details.