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Kevin James Egan

Oneseven

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About Kevin James Egan

Kevin James Egan is a financial advisor with over 10 years of experience in the financial services industry. Kevin has a broad range of experience in the securities industry, including experience as a Registered Representative with LPL FINANCIAL LLC and as a Principal/IAR with Oneseven. Kevin provides financial planning and portfolio management services to a variety of clients including individuals, corporations, and charitable organizations. He is also a licensed insurance agent and holds several securities licenses, including the Series 66, Series 7, and Series 24.

Firm Information

Kevin Egan is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Solicitors' fees for referrals to other money managers

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Kevin Egan’s Registration & Firm History

OH

10/31/2022 - Present

Oneseven (BEACHWOOD OH)

OH

03/02/2012 - 12/13/2022

LPL FINANCIAL LLC (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 05/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/30/2015

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin James Egan.
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