KM
KM

Kevin Gerard Mcgowan

13 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
3 clients
Average Client Portfolio
$4.7B average
Assets Under Management
$14.2B

Fee Structure

Minimum Investment:$2M
Financial Planning:Investment management only
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Location

One Williams Center, 15th Floor, Tulsa, OK, 74172-0172

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin holds the title of Vice President with BOK Financial, the parent company of Cavanal Hill Distributors, since 2022. He may occasionally receive compensation for business referrals to BOK Financial affiliates, accounting for minimal time and compensation.

Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
June 2022 - Present · 3 yrs 8 mos
Cavanal Hill Distributors, INC,
March 2022 - Present · 3 yrs 11 mos
Cavanal Hill Distributors, INC,Broker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Aig Capital Services, INC.Broker
May 2011 - July 2021 · 10 yrs 2 mos
State Registrations11 states
CACOCTIAILKSMOOKTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Kevin Gerard Mcgowan - Financial Advisor | TrueAdvisor