Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McPhee is a registered representative and investment advisor representative affiliated with Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Kevin has been in the industry since February 1994 and is active in both broker-dealer and investment advisor capacities. Kevin is licensed in numerous states and has a wide range of experience in providing financial advice. Kevin's primary focus is on providing financial planning and portfolio management for individuals, businesses, and retirement plans. Kevin also offers insurance products through Coastline Wealth Management.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TX
01/29/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
11/04/2008 - 02/01/2024
AMERICAN CAPITAL PARTNERS, LLC (HAUPPAUGE NY)
NY
11/23/2004 - 11/12/2008
ANDREW GARRETT INC. (NEW YORK NY)
FL
05/05/2003 - 12/17/2004
LH ROSS & COMPANY, INC. (BOCA RATON FL)
NY
06/06/2002 - 06/02/2003
HARRISON SECURITIES, INC. (PORT WASHINGTON NY)
NY
03/06/2001 - 06/18/2002
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
CO
05/14/1999 - 03/15/2001
GLOBAL CAPITAL SECURITIES CORPORATION (ENGLEWOOD CO)
FL
09/21/1998 - 03/15/1999
JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)
FL
05/05/1997 - 07/30/1998
THE HAMILTON-SHEA GROUP, INC. (POMPANO BEACH FL)
NY
07/11/1996 - 12/13/1996
LANDMARK INTERNATIONAL EQUITIES (WESTBURY NY)
NY
09/13/1995 - 07/26/1996
FIRST UNITED EQUITIES CORPORATION (NEW YORK NY)
NY
06/01/1994 - 10/09/1995
A. R. BARON & CO., INC. (NEW YORK NY)
NY
02/02/1994 - 06/03/1994
D. H. BLAIR & CO., INC. (NEW YORK NY)
MA
02/09/1993 - 10/05/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
02/09/1993 - 10/05/1993
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 06/13/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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