Kevin Eugene Mahoney
Investment adviser representative at Intellicents Investment Solutions Inc
33 yearsExperience
2 statesRegistered in
$9.9BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
33 years in the industry.
- Intellicents Investment Solutions IncAug 2023 to now
- Intellicents Investments Solutions, incAug 2023 to now
- UnemployedMar 2023 to Aug 2023
- Findec Benefit Services, Inc.Nov 2020 to Mar 2023
- Findec Wealth Services, Inc.Oct 2020 to Mar 2023
- Western Associates, Inc. dba Western Associates Insurance ServicApr 2000 to Mar 2023
- Financial Decisions, Inc.Mar 1998 to Apr 2021
- Fred M. Lee Financial Corporation dba Financial DecisionsAug 1993 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Intellicents Investment Solutions Inc
$9.9BAssets managed
8,280Clients
61Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2953706
- Firm CRD
- 107498