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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Marc Gahagan is a financial advisor at Wealthspire Advisors. Kevin has been a registered representative in the securities industry for over 28 years and is a Certified Financial Planner. Kevin focuses on providing financial planning, investment management, and other advisory services to individuals, families, and businesses. Kevin has a strong track record of helping clients achieve their financial goals.
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.
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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CA
01/03/2025 - Present
Wealthspire Advisors (San Rafael CA)
NE
03/17/1995 - 08/30/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
BC
Issued 03/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/10/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
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