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Andrea Patricia McMahon

Avior Wealth Management, LLC

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About Andrea Patricia McMahon

Andrea McMahon is a registered Investment Advisor Representative and holds the Series 6, 7, 63, and 65 licenses. Andrea has been in the financial industry for over 20 years. Andrea is a Chartered Financial Analyst and has worked with a number of different firms over the years, including McCarthy & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Quasar Distributors, LLC. Andrea is currently affiliated with Avior Wealth Management, LLC.

Firm Information

Andrea McMahon is currently registered with Avior Wealth Management, LLC. Avior Wealth Management, LLC is a registered investment advisor headquartered in Omaha, Nebraska with over $5 billion in assets under management. The firm provides a variety of advisory services, including financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting. Avior Wealth Management serves a diverse clientele including high-net-worth individuals, corporations, pension plans, charitable organizations, and investment companies.
Avior Wealth Management, LLC

14301 FIRST NATIONAL BANK PARKWAY

OMAHA, NE 68154

$5.08B

Assets Under Management

12

Total Clients

55

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrea McMahon’s Registration & Firm History

NE

11/07/2013 - Present

Avior Wealth Management, LLC (OMAHA NE)

ME

02/28/2005 - 12/31/2010

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

NE

07/10/2001 - 01/12/2005

MCCARTHY & CO. (OMAHA NE)

NY

11/21/1986 - 06/05/1987

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/21/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/19/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/15/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Patricia McMahon.
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