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Kevin Charles Mahony

United Advisors America

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About Kevin Charles Mahony

Kevin Mahony is a financial advisor with over 30 years of experience in the industry. Kevin is currently registered with United Advisors America, providing investment advice to individuals and families. Kevin has previously worked at Resource Horizons Group LLC, MidSouth Capital, Inc., 1717 Capital Management Company, and Allmerica Investments, Inc. Kevin holds FINRA Series 6, 7, and 63 licenses, and the Series 65 license. Kevin is also a Certified Financial Planner.

Firm Information

Kevin Mahony is currently registered with United Advisors America. United Advisors America is an investment advisor registered with the SEC. Headquartered in Prosper, Texas, the firm has 26 licensed agents and manages approximately $260 million in assets. They offer financial planning and portfolio management services to individuals and high-net-worth individuals.
United Advisors America

290 S PRESTON ROAD

PROSPER, TX 75078

$260.18M

Assets Under Management

Not reported

Total Clients

23

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 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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percentage of assets

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

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Kevin Mahony’s Registration & Firm History

GA

08/27/2019 - Present

United Advisors America (Brookhaven GA)

GA

07/02/2007 - 12/31/2008

RESOURCE HORIZONS GROUP LLC (ATLANTA GA)

GA

04/26/2006 - 07/13/2007

MIDSOUTH CAPITAL, INC. (ATLANTA GA)

DE

11/20/1995 - 05/02/2006

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

MA

02/11/1991 - 11/30/1995

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 10/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/11/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/18/2007

Series 7 - General Securities Representative Examination

BC

Issued 02/08/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kevin Charles Mahony. Review regulatory record here.
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