Kevin Anthony Winters Mcgohan

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning

The Patriot Financial Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

35 advisors

Number of Clients

3,136 clients

Average Client Portfolio

$767K average

Assets Under Management

$2.4B

Fee Structure

Financial Planning:Investment management only

Location

55 West Street, Suite 201, Walpole, MA, 02081

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Kevin owns Champion Financial Group and several LLCs (McGohan Capital LLC, 306 Forest Street Homes LLC, and 1013 Willow Street Homes LLC) created to purchase long-term rental real estate, though some are currently inactive. He also participates in The Colony Chamber of Commerce, attending networking events.