Unclaimed Profile

Kevin James Egan

WEALTHCOR LLC·CINCINNATI, Ohio

Clean recordWEALTHCOR LLC

9428 KENWOOD ROAD, CINCINNATI, OH 45242CRD# 6015670Firm CRD# 282449

Profile Verification

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

Identity

Kevin James Egan · CINCINNATI, OH

Registration

CRD #6015670 · WEALTHCOR LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin James Egan is a registered financial advisor based in CINCINNATI, Ohio, affiliated with WEALTHCOR LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTHCOR LLC

CALLAHAN FINANCIAL

AUM

$165M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTHCOR LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6015670

Firm CRD# 282449

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin James Egan offer?

Kevin James Egan specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Kevin James Egan's credentials?

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

Where is Kevin James Egan located?

Kevin James Egan is based in CINCINNATI, Ohio, working with WEALTHCOR LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Kevin James Egan charge for services?

Kevin James Egan'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 WEALTHCOR LLC?

WEALTHCOR LLC has approximately 6 employees and manages $165M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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