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Kevin Steven Mcgarry

VALLEY FINANCIAL GROUP, INC.·AMBLER, Pennsylvania
SIE, Series 6, Series 7, Series 63, Series 66Clean record7 years registeredVALLEY 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. · 7 years registered
Brand Profile
Not yet started
01

Career History

VALLEY FINANCIAL GROUP
Apr 2021 – present
H. BECK, INC.
Mar 2019 – Mar 2021
Flourtown, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · March 25, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VALLEY FINANCIAL GROUP, INC.
CRD 312254 · SEC 801-120325
AUM
$197M
Regulatory assets under management
Employees
6
739 client accounts
Services offered by VALLEY FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VALLEY FINANCIAL GROUP, INC. →
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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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Edward Stanley Woehlcke
AMBLER, PA
CFP
Frank Michael Betsch
FLOURTOWN, PA

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