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Kevin Flaherty

Folger Nolan Fleming Douglas Inc.

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About Kevin Flaherty

Kevin Flaherty is an investment advisor representative at Folger Nolan Fleming Douglas Inc. Kevin has been in the financial industry for over 10 years and has a broad range of experience in the industry. Kevin is licensed to conduct business in 17 states and holds a Series 66, Series 7, Series 9 and Series 10 licenses. Kevin is a specialist in retirement planning, education planning, and estate planning.

Firm Information

Kevin Flaherty is currently registered with Folger Nolan Fleming Douglas Inc.. Folger Nolan Fleming Douglas Inc. is a corporation registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico. Formed in 1931, the firm provides portfolio management services for individuals, businesses, and investment clubs. They also recommend wrap fee management programs from other registered investment advisors. With over 100 employees, the firm manages over $1 billion in assets for over 697 clients.
Folger Nolan Fleming Douglas Inc.

725 15TH STREET NW

WASHINGTON, DC 20005-2109

$1.02B

Assets Under Management

700

Total Clients

34

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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recommend wrap fee management programs of other registered investment advisers

Recommend wrap fee management programs of other registered investment advisers

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 Flaherty’s Registration & Firm History

MD

08/07/2017 - Present

Folger Nolan Fleming Douglas Inc. (CAMBRIDGE MD)

MD

10/16/2012 - 08/09/2017

PNC INVESTMENTS (ST. MICHAELS MD)

MD

10/14/2011 - 10/04/2012

FIRST COMMAND FINANCIAL PLANNING, INC. (ANNAPOLIS MD)

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Licenses & Designations

BOTH

Issued 11/08/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/04/2019

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Flaherty.
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