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Kevin Gerard McGowan

Cavanal Hill Investment Management, Inc.

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About Kevin Gerard McGowan

Kevin McGowan is an investment advisor representative at Cavanal Hill Investment Management, Inc. based in Tulsa, OK. Kevin is registered with FINRA and the Securities Investor Protection Corporation (SIPC) and holds several licenses, including Series 7, Series 6, Series 63 and Series 65. Kevin has been in the financial services industry since 2011 and has experience in portfolio management for individuals, investment companies, and pooled investment vehicles.

Firm Information

Kevin McGowan is currently registered with Cavanal Hill Investment Management, Inc.. Cavanal Hill Investment Management, Inc. is an investment management firm headquartered in Tulsa, OK, United States. The firm manages approximately $11.57 billion in assets for a variety of clients, including investment companies, banks, and other investment advisors. The firm's investment advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Cavanal Hill Investment Management, Inc.

ONE WILLIAMS CENTER

TULSA, OK 74172-0172

$11.57B

Assets Under Management

Not reported

Total Clients

29

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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 McGowan’s Registration & Firm History

OK

03/16/2023 - Present

Cavanal Hill Investment Management, Inc. (TULSA OK)

NJ

05/09/2011 - 07/28/2021

AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 06/25/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Gerard McGowan.
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