KM
KM

Kevin Mcglothen

22 Years of Experience
Charleston, WV
Broker

Kevin Mcglothen is a registered investment advisor at Morgan Stanley, based in Charleston, WV, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

500 Lee Street East Laidley Tower Suite 300, Charleston, WV, 25339

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Kevin is an official at high school swim meets through the WVSSAC. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
April 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
United Brokerage Services, INCBroker
August 2016 - November 2017 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2010 - July 2016 · 6 yrs 4 mos
Allstate Financial Services, LLCBroker
July 2008 - March 2010 · 1 yr 8 mos
Chase Investment Services CORP.Broker
March 2007 - May 2008 · 1 yr 2 mos
The Huntington Investment CompanyBroker
February 2005 - January 2007 · 1 yr 11 mos
Banc One Securities CorporationBroker
April 2003 - October 2004 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.