Kevin Mcgregor is a registered investment advisor, based in Concord, CA, with 31 years of industry experience.
Location
5180 Greenmeadow Drive, Concord, CA, 94521
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is involved in several business activities, including selling equity indexed annuities and other insurance products like health, life, disability, and long-term care insurance. He also owns and operates tax preparation and accounting businesses, and serves in fiduciary roles such as trustee and power of attorney, dedicating a significant amount of time to these endeavors.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations6 states
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