Unclaimed Profile

Kevin Eugene Mahoney

FINDEC WEALTH SERVICES, INC.·STOCKTON, California

Series 7, Series 63Clean record24 years registeredFINDEC WEALTH SERVICES, INC.

1776 W. MARCH LANE, STOCKTON, CA 95207CRD# 2953706Firm CRD# 311949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Eugene Mahoney · STOCKTON, CA

Registration

CRD #2953706 · FINDEC WEALTH SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

INTELLICENTS INVESTMENT SOLUTIONS INC

Aug 2023 – present

FINDEC WEALTH SERVICES, INC.

Jan 2021 – Dec 2022

AUSTIN, TX

FINANCIAL DECISIONS, INC.

Jun 2002 – Apr 2021

STOCKTON, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · June 28, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINDEC WEALTH SERVICES, INC.

CRD 311949 · SEC 801-120139

AUM

$964M

Regulatory assets under management

Employees

1,381 client accounts

Services offered by FINDEC WEALTH SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINDEC WEALTH SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Kevin Eugene Mahoney offer?

Kevin Eugene Mahoney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STOCKTON, California for a consultation.

What are Kevin Eugene Mahoney's credentials?

Kevin Eugene Mahoney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Eugene Mahoney located?

Kevin Eugene Mahoney is based in STOCKTON, California, working with FINDEC WEALTH SERVICES, INC.. Their office serves clients in the STOCKTON metropolitan area and surrounding communities.

How does Kevin Eugene Mahoney charge for services?

Kevin Eugene Mahoney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINDEC WEALTH SERVICES, INC.?

FINDEC WEALTH SERVICES, INC. has approximately 4 employees and manages $964M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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