Unclaimed Profile

Kevin Michael Gaines

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.·BERWYN, Pennsylvania

SIE, Series 7, Series 24, Series 55, Series 63, Series 65, Series 66CFPClean record15 years registeredAMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

1055 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 2472521Firm CRD# 119449

Profile Verification

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

Identity

Kevin Michael Gaines · BERWYN, PA

Registration

CRD #2472521 · AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. · 15 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISOR GROUP, LLC

Jan 2019 – present

CETERA ADVISOR NETWORKS LLC

Sep 2013 – May 2014

BERWYN, PA

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Jan 2011 – Dec 2018

BERWYN, PA

WALNUT STREET SECURITIES, INC.

Jan 2011 – Sep 2013

BERWYN, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 55

Series 63

Series 65

Series 66

Registration record

First registered · January 11, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

CRD 119449 · SEC 801-61084

AUM

$217M

Regulatory assets under management

Employees

813 client accounts

Services offered by AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. →

Introduction

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Frequently Asked Questions

What services does Kevin Michael Gaines offer?

Kevin Michael Gaines specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

What are Kevin Michael Gaines's credentials?

Kevin Michael Gaines holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kevin Michael Gaines located?

Kevin Michael Gaines is based in BERWYN, Pennsylvania, working with AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

How does Kevin Michael Gaines charge for services?

Kevin Michael Gaines'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 AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.?

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD. has approximately 10 employees and manages $217M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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