Kevin C. Mahony

D.L. FIELDS ADVISORY GROUP

Atlanta, GA 30341

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CRD#: 2102123

Professional summary

Kevin Charles Mahony, CFP® is a registered financial advisor currently at D.L. FIELDS ADVISORY GROUP, LLC located in Atlanta, Georgia.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Kevin has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Insurance agent for Alliance America offering life, health, long-term care insurance and fixed annuities. 40 hours per week during trading hours. KEVIN MAHONY CPA-I WILL PREPARE TAX RETURNS LOCATED AT OFFICE OF EMPLOYMENT. I WILL SPEND TEN (10) HOURS A WEEK DURING TAX SEASON. FIVE (5)HOURS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Charles Mahony's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

March 3, 2025 - Present

D.L. FIELDS ADVISORY GROUP, LLC

Office #1: 501 Pulliam St Suite 150, Atlanta, GA 30341

RIA

CRD#: 286216

Atlanta, GA

Past

August 27, 2019 - January 15, 2025

UNITED ADVISORS AMERICA

RIA

CRD#: 147350

Brookhaven, GA

Past

July 16, 2007 - December 31, 2012

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RIA

CRD#: 143384

ATLANTA, GA

Past

July 2, 2007 - December 31, 2008

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

ATLANTA, GA

Past

May 17, 2006 - July 13, 2007

MIDSOUTH CAPITAL, INC.

RIA

CRD#: 35039

ATLANTA, GA

Past

April 26, 2006 - May 16, 2006

MIDSOUTH CAPITAL, INC.

RIA

CRD#: 35039

ATLANTA, GA

Past

April 26, 2006 - July 13, 2007

MIDSOUTH CAPITAL, INC.

CRD#: 35039

ATLANTA, GA

Past

July 20, 2001 - May 2, 2006

1717 CAPITAL MANAGEMENT COMPANY

RIA

CRD#: 4082

ATLANTA, GA

Past

November 20, 1995 - May 2, 2006

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

February 11, 1991 - November 30, 1995

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(3/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/7/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/11/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/8/1991

Investment Company Products/Variable Contracts Representative Examination

Current Firm

D.L. FIELDS ADVISORY GROUP, LLC

D.L. FIELDS ADVISORY GROUP, LLC | FIELDS, DAVID L.

CRD#: 286216 / SEC#:

Arkansas

Registered Investment Advisory firm - (2/3/2017 Approved)

Georgia

Registered Investment Advisory firm - (2/21/2022 Approved)

Indiana

Registered Investment Advisory firm - (2/8/2017 Approved)

Texas

Registered Investment Advisory firm - (1/23/2017 Approved)

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Contact information

Main Address

1202 Ne Mcclain Rd Bldg 7-ste 143, Bentonville, AR 72712

Mailing Address

Phone number

(765) 561-1468

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	207
AUM (Assets Under Management)	$ 22,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin C. Mahony

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Charles Mahony's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNITED ADVISORS AMERICA

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RESOURCE HORIZONS GROUP LLC

MIDSOUTH CAPITAL, INC.

MIDSOUTH CAPITAL, INC.

MIDSOUTH CAPITAL, INC.

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

VERAVEST INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/7/1997

Series 63

Date: 4/11/1991

Series 7

Date: 1/18/2007

Series 6

Date: 2/8/1991

Current Firm

D.L. FIELDS ADVISORY GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

D.L. FIELDS ADVISORY GROUP, LLC

TRUST BUT VERIFY

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