Kevin Mckane
Kevin Mckane is a CFP-designated registered investment advisor at Janney Montgomery Scott LLC, based in Atlanta, GA, with 18 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 239,256 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Janney charges a fee based on a percentage of the assets managed in your account. This fee covers investment management, trading, custody, and performance reporting. Fees are negotiable and may vary based on the size of your account and the services provided. Janney may also offer investment advisory services on a non-wrap basis, where you pay separately for transactions and custody.
Location
3560 Lenox Road NE, Suite 1100, Atlanta, GA, 30326
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Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Kevin is an advisory board member at Shepherd Spinal Center, dedicating a few hours per week. He also serves on the Advisor Council for Children's Healthcare of Atlanta, spending minimal time per week.
Employment History
Current Registrations
Janney Montgomery Scott LLCBroker
Janney Montgomery Scott LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Diversified Investors Securities CORP.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.