Kerry
Mcgauran
Stephens
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About this Advisor
Kerry Mcgauran is a financial advisor who works out of Dallas, Texas who has 3 years of relevant experience. Mcgauran is on the advisory team at Stephens. The advisor has gained experience at Stephens Inc and Bny Mellon. Mcgauran maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Stephens is an advisory firm headquartered in Little Rock, AR. The investment advisory business has offices in 23 locations and a total of 637 employees. It handles $12 billion in assets under management between its 21,479 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 21 charitable organizations. Of its 21,479 client accounts, just 8% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely are based on which service is offered. Fees billed by Stephens likely consist of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stephens Brokerage Details
$12,334,227,079
637
21,479
$574,246
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kerry Mcgauran Work History
Kerry has been registered as a financial advisor for 3 years.*
Stephens Inc
Stephens Inc
Bny Mellon
*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 Kerry Mcgauran 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 Stephens
Lutherville-Timonium, MD
Charlotte, NC
Fayetteville, AR
Little Rock, AR
Rogers, AR
Dallas, TX
Rogers, AR
Little Rock, AR
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