Kevin Mcatamney is a registered investment advisor, based in Vista, CA, with 11 years of industry experience.
Location
Vista, CA
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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 a registered representative of StanCorp Equities and a licensed insurance agent of Standard Insurance Company, dedicating all his business hours to retirement plan-related products. He is also the CEO/owner of KMR Advisory Services, a registered investment advisor (RIA), spending about 10-20% of his time, and a real estate agent, spending minimal time. Additionally, Kevin is a National Sales Director at The Standard Insurance Company, spending a few hours per week.
Employment History
Current Registrations
Stancorp Equities, INC.Broker
Stancorp Equities, INC.
Krm Advisory Services
Previous Registrations
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
John Hancock Personal Financial Services, LLC
John Hancock Distributors LLCBroker
Cammack Larhette Brokerage, INC.Broker
State Registrations3 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.