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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McCann is an investment advisor representative registered with Horter Investment Management, LLC, based in Worthington, Ohio. Kevin has been in the industry for over 10 years and has a Series 65 license. Kevin specializes in portfolio management for individuals and businesses and also offers financial planning services. Kevin has a strong background in the financial services industry, having worked for a number of well-known companies including Marathon Petroleum Corp and Target. In addition to being an investment advisor representative, Kevin is also a sales agent for Kemper Healthcare.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
08/06/2024 - Present
Horter Investment Management, LLC (Worthington OH)
IA
Issued 02/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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