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Kevin Steven Mcgarry

VALLEY FINANCIAL GROUP, INC.·AMBLER, Pennsylvania
Clean recordVALLEY FINANCIAL GROUP, INC.
311 LINDENWOLD AVE, AMBLER, PA 19002CRD# 4371076Firm CRD# 312254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kevin Steven Mcgarry · AMBLER, PA
Registration
CRD #4371076 · VALLEY FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kevin Steven Mcgarry is a registered financial advisor based in AMBLER, Pennsylvania, affiliated with VALLEY FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VALLEY FINANCIAL GROUP, INC.
VALLEY FINANCIAL GROUP
AUM
$197M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at VALLEY FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4371076
Firm CRD# 312254
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Steven Mcgarry offer?
Kevin Steven Mcgarry specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in AMBLER, Pennsylvania for a consultation.
What are Kevin Steven Mcgarry's credentials?
Kevin Steven Mcgarry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Steven Mcgarry located?
Kevin Steven Mcgarry is based in AMBLER, Pennsylvania, working with VALLEY FINANCIAL GROUP, INC.. Their office serves clients in the AMBLER metropolitan area and surrounding communities.
How does Kevin Steven Mcgarry charge for services?
Kevin Steven Mcgarry's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALLEY FINANCIAL GROUP, INC.?
VALLEY FINANCIAL GROUP, INC. has approximately 6 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VALLEY FINANCIAL GROUP, INC.

Edward Stanley Woehlcke
AMBLER, PA
Frank Michael Betsch
FLOURTOWN, PA

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