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Kenza Ravi McKerrihan

Sovran Advisors, LLC

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About Kenza Ravi McKerrihan

Kenza Ravi McKerrihan is a financial advisor who has been working in the financial services industry since 2021. Kenza is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. She is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. Kenza's current firm is Sovran Advisors, LLC, where she provides financial planning and asset management services to clients. Before joining Sovran Advisors, LLC, Kenza worked as a Financial Advisor at MML Investors Services, LLC.

Firm Information

Kenza McKerrihan is currently registered with Sovran Advisors, LLC. Sovran Advisors, LLC is a registered investment advisor based in San Diego, California. The firm manages over $1 billion in assets for a diverse range of clients, including individuals, businesses, and retirement plans. Sovran Advisors specializes in providing comprehensive financial planning, portfolio management, and pension consulting services. They serve clients across various regions, including California, Nevada, Arizona, and Texas.
Sovran Advisors, LLC

3131 CAMINO DEL RIO N.

SAN DIEGO, CA 92108

$1.17B

Assets Under Management

Not reported

Total Clients

39

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Kenza McKerrihan’s Registration & Firm History

CA

02/23/2024 - Present

Sovran Advisors, LLC (SAN DIEGO CA)

CA

08/11/2022 - 03/06/2024

MML INVESTORS SERVICES, LLC (San Diego CA)

CA

06/07/2021 - 08/11/2022

SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)

TX

06/07/2021 - 10/28/2021

CRI SECURITIES, LLC (AUSTIN TX)

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Licenses & Designations

IA

Issued 08/25/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenza Ravi McKerrihan.
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