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Cheryl Ann Mcavoy

MCAVOY KEMP WEALTH MANAGEMENT, LLC·COLUMBUS, Indiana
SIE, Series 7, Series 24, Series 66Clean record20 years registeredMCAVOY KEMP WEALTH MANAGEMENT, LLC
2121 25TH STREET, COLUMBUS, IN 47201-3214CRD# 4903937Firm CRD# 122084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cheryl Ann Mcavoy · COLUMBUS, IN
Registration
CRD #4903937 · MCAVOY KEMP WEALTH MANAGEMENT, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MCAVOY KEMP WEALTH MANAGEMENT, LLC
Nov 2005 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · November 18, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCAVOY KEMP WEALTH MANAGEMENT, LLC
CRD 122084 · SEC 801-67784
AUM
$48M
Regulatory assets under management
Employees
1
287 client accounts
Services offered by MCAVOY KEMP WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCAVOY KEMP WEALTH MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Cheryl Ann Mcavoy offer?
Cheryl Ann Mcavoy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBUS, Indiana for a consultation.
What are Cheryl Ann Mcavoy's credentials?
Cheryl Ann Mcavoy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cheryl Ann Mcavoy located?
Cheryl Ann Mcavoy is based in COLUMBUS, Indiana, working with MCAVOY KEMP WEALTH MANAGEMENT, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Cheryl Ann Mcavoy charge for services?
Cheryl Ann Mcavoy'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 MCAVOY KEMP WEALTH MANAGEMENT, LLC?
MCAVOY KEMP WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jimmy Dean Kemp
COLUMBUS, IN

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