KM
Kevin Mcatamney
KRM ADVISORY SERVICES
Vista, CA
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CRD#: 6396283
KM
Professional summary
Kevin Mcatamney, who also goes by Kevin Roland Mcatamney, is a registered financial advisor currently at KRM ADVISORY SERVICES located in Vista, California and STANCORP EQUITIES, INC. located in Portland, Oregon.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Kevin has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Roland Mcatamney
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.
In addition to being a registered representative ("RR") of StanCorp Equities, Inc. ("SEI"), RR is a licensed insurance agent of Standard Insurance Company ("SIC"). SEI and SIC are subsidiaries of Standard Financial Group ("The Standard") and are located at 1100 SW 6th Avenue, Portland, OR. RR devotes 100% of his time during normal business hours to provide information about the retirement plan-related products ay The Standard to unaffiliated third-party retirement plan service providers, including broker-dealers and investment advisers. 1-KMR Advisory Services,2-investment related, 3-1904 willow Ridge Dr. Vista, CA 92081, 4-registered investment adviser, 5-CEO, 6-CEO/owner 7-3/10/2022, 8-20hrs per month, 9-0hrs during trading hours, 10-investment advisory services Real Estate Agent; Keller Williams Real Estate Agent; Is the business investment related: No; Location of the business: 6005 Hidden Valley Road Carlsbad CA 92011 United States; Description of the business: I perform referral based business for real estate transactions with our active agents; Responsibilities Duties: Purely referral based real estate agent business. Refer over friends and family to active agents that can assist with closing home buying/selling transactions; Start date with business: 2022-04-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; National Sales Director - Non-ERISA Markets; The Standard Insurance Company; Is the business investment related: Yes; Location of the business: 1100 SW 6th Avenue Portland OR 97204 United States; Description of the business: I'm the National Sales Director selling stable value insurance contracts to government entities. ; Responsibilities Duties: travel and actively consult with record keeper and investment advisors on the use of our stable value solution for the benefit of government plan sponsors. ; Start date with business: 2022-01-17; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 4;
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Mcatamney'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®
NoneExperience
Current
March 24, 2022 - Present
KRM ADVISORY SERVICES
RIA
CRD#: 319206
Vista, CA
Current
April 29, 2022 - Present
STANCORP EQUITIES, INC.
Office #1: 1100 Sw 6th Avenue, Portland, OR 97204BD
CRD#: 19517
Portland, OR
Past
February 27, 2019 - January 25, 2022
EMPOWER ADVISORY GROUP, LLC
RIA
CRD#: 112058
Vista, CA
Past
February 26, 2019 - January 25, 2022
EMPOWER FINANCIAL SERVICES, INC.
BD
CRD#: 13109
GREENWOOD VILLAGE, CO
Past
December 22, 2017 - February 26, 2019
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
RIA
CRD#: 174433
BOSTON, MA
Past
July 14, 2016 - January 29, 2019
JOHN HANCOCK DISTRIBUTORS LLC
BD
CRD#: 5249
BOSTON, MA
Past
September 19, 2014 - June 27, 2016
CAMMACK LARHETTE BROKERAGE, INC.
BD
CRD#: 109906
NEW YORK, NY
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Arizona(2/27/2025)
IAR
California(3/24/2022)
RR
California(5/9/2024)
IAR
Texas(3/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KRM ADVISORY SERVICES
KRM ADVISORY SERVICES | KRM ADVISORY SERVICES LLC
CRD#: 319206 / SEC#:
Arizona
Registered Investment Advisory firm - (2/27/2025 Approved)California
Registered Investment Advisory firm - (3/24/2022 Approved)Texas
Registered Investment Advisory firm - (3/3/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Vista, CA
Mailing Address
Phone number
(480) 203-0279
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 12 |
| AUM (Assets Under Management) | $ 2,084,070 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
