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Kaevaan MacKay is an investment advisor representative at Churchill Management Group, a firm specializing in portfolio management for individuals, businesses, and pooled investment vehicles. Kaevaan has been in the financial services industry since 2014, working in a variety of roles before joining Churchill Management Group. Kaevaan's experience spans various industries, including food service, library work, and retail. Kaevaan has a strong understanding of financial markets and a commitment to providing personalized financial guidance to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
10/24/2024 - Present
Churchill Management Group (Panorama City CA)
Active
Inactive
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