Kevin Mcgrath is a registered investment advisor, based in Walpole, MA, with 44 years of industry experience.
Location
55 West Street, Suite 201, Walpole, MA, 02081
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is involved in several business activities, including fixed insurance sales (life, health, disability, long-term care, fixed annuities, group insurance), and serving as owner/president for multiple entities related to investment and insurance services. He dedicates a significant amount of time (nearly full-time) to sales/service of securities and investment advisory products, and a few hours per week to fixed insurance sales and trustee duties for a 401k plan.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
The Patriot Financial Group, LLC
Previous Registrations
Securities America, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mutual Service CorporationBroker
Fsc Securities CorporationBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
State Registrations21 states
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