Kevin
Tehan
Whiterock Wealth Management Co
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About this Advisor
Kevin Tehan is a financial advisor who works in Dallas, Texas with 7 years of relevant experience. Tehan is on the advisory team at Whiterock Wealth Management Co. Throughout their career, they have worked at Merrill Lynch and Legal Document Management. Tehan maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Texas. Whiterock Wealth Management Co is a financial advisory company headquartered in Dallas, TX. It oversees $224 million in assets among its 385 client accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 385 accounts, 64% belong to high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services typically are based on which service is provided. However, fees charged by Whiterock Wealth Management Co can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Whiterock Wealth Management Co Brokerage Details
$224,060,792
6
385
$581,976
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kevin Tehan Work History
Kevin has been registered as a financial advisor for 7 years.*
Merrill Lynch
Legal Document Management
*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 Tehan 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 Whiterock Wealth Management Co
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
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.
