Unclaimed Profile

Andrea Patricia Mcmahon

AVIOR WEALTH MANAGEMENT, LLC·OMAHA, Nebraska

Series 6, Series 7, Series 63, Series 65Clean record26 years registeredAVIOR WEALTH MANAGEMENT, LLC

14301 FIRST NATIONAL BANK PARKWAY, OMAHA, NE 68154CRD# 1568097Firm CRD# 148674

Profile Verification

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

Identity

Andrea Patricia Mcmahon · OMAHA, NE

Registration

CRD #1568097 · AVIOR WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

AVIOR WEALTH MANAGEMENT, LLC

Nov 2013 – present

WESTWOOD ADVISORS, L.L.C

Sep 2004 – Nov 2013

OMAHA, NE

MCCARTHY GROUP ASSET MANAGEMENT

Aug 2000 – Sep 2004

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · August 8, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVIOR WEALTH MANAGEMENT, LLC

CRD 148674 · SEC 801-69773

AUM

$4.0B

Regulatory assets under management

Employees

204

3,710 client accounts

Services offered by AVIOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AVIOR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrea Patricia Mcmahon offer?

Andrea Patricia Mcmahon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Andrea Patricia Mcmahon's credentials?

Andrea Patricia Mcmahon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrea Patricia Mcmahon located?

Andrea Patricia Mcmahon is based in OMAHA, Nebraska, working with AVIOR WEALTH MANAGEMENT, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Andrea Patricia Mcmahon charge for services?

Andrea Patricia Mcmahon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVIOR WEALTH MANAGEMENT, LLC?

AVIOR WEALTH MANAGEMENT, LLC has approximately 204 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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