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Kevin Reid Mahoney

Integris Wealth Management, LLC

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About Kevin Reid Mahoney

Kevin Mahoney is a financial advisor with over 20 years of experience in the industry. Kevin is registered as an Investment Advisor Representative with Integris Wealth Management, LLC in California, Oregon, Idaho and Texas. Kevin provides financial planning and portfolio management services to a variety of clients, including individuals, families, charitable organizations, and pension plans. Kevin is a Certified Financial Planner and holds the Series 7, 63 and 65 licenses.

Firm Information

Kevin Mahoney is currently registered with Integris Wealth Management, LLC. Integris Wealth Management, LLC is a registered investment adviser based in Monterey, CA. With over $573 million in regulatory assets under management, they primarily serve high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer financial planning and portfolio management services for individuals.
Integris Wealth Management, LLC

435 WASHINGTON STREET

MONTEREY, CA 93940

$573.92M

Assets Under Management

25

Total Clients

9

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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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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Kevin Mahoney’s Registration & Firm History

CA

06/01/2020 - Present

Integris Wealth Management, LLC (MONTEREY CA)

CA

01/08/2003 - 09/20/2004

PURISIMA SECURITIES, LLC (WOODSIDE CA)

ME

10/04/2001 - 12/31/2002

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

AZ

01/13/2001 - 10/04/2001

FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)

NY

02/18/1997 - 10/29/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 03/14/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/1997

Series 31 - Futures Managed Funds Examination

BC

Issued 02/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Reid Mahoney.
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